Insurance and Wealth Advisor
Top Benefits
About the role
The opportunity:
As an Insurance and Wealth Advisor at Eau Claire Partners, you will be the trusted advisor providing comprehensive wealth planning and investment management solutions to satisfy your clients’ unique set of circumstances. You will develop and manage new and existing client relationships providing advice on estate planning, retirement planning, risk management, and insurance and investment management.
Key Responsibilities:
- Meet and engage with clients to understand their personal and business priorities, advise them on solutions, and provide a comprehensive financial plan to help them achieve their goals.
- Educate clients and provide relevant insights and expert advice
- Customize and provide financial solutions that cater to their situation using our wide shelf of insurance and investment products
- Identify opportunities during customer conversations to generate referrals
- Provide other solutions indirectly through referrals to business partners.
- Be aware of the changing needs and circumstances of your clients and maintain their confidence as their trusted advisor
- Ensure all client information and regulatory requirements are up to date and current
- Develop, nurture, and strengthen client relationships and build new relationships via client referrals, centers of influence, networking and other business development opportunities to acquire new business
- Leverage your technical planning and client relationship skills to build a business within Eau Claire Partners
- Proactively enhance your expertise through attending seminars, continued education and proactive personal development
- Execute work to deliver timely, accurate, and efficient service
- Work mostly independently
Ideal Candidate:
- Licensed for Life, Sickness & Accident Insurance
- Other industry education and designations would be considered an asset
- Demonstrated technical proficiency in financial planning, asset management and insurance
- Has at least 2 – 3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations
What you need to succeed
- Appetite and drive to build strong, trusted client relationships
- Passionate about cultivating relationships and surround yourself with a diverse network of partners
- Extremely client-focused and doing what’s right for the client
- Enthusiastic energy and excellent interpersonal and communication skills
- Ability to expertly build rapport with clients
- Analytical and highly observant with close attention to detail
- Ability to explain complex information and concepts simply and clearly
- Creative and strategic approach to problem solving and developing personalized financial strategies and solutions for clients.
- Commitment to excellence and a high level of integrity
- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
- Self-motivated; driven to exceed established goals and focus on excellence
- Proactive and demonstrates a high degree of perseverance
- Working knowledge of the financial industry and strong desire to learn and improve your own financial intelligence
- Positive and organized
Compensation:
Commission-based, full-time or part time.
Benefits:
- We provide extensive and continuous training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role
- Highest revenue sharing model in the industry
- Clear, transparent and objective criteria to progress in your career
- Flexible working location and time
- A purpose-driven, winning team, committed to results, in an inclusive and high-performing culture that emphasizes on coaching, learning, and development
- Access to our platform that includes a vast library of training, coaching, and mentorship videos available to you on-demand, as well as all the tools and guidance necessary for you to succeed
- Access to over 37 different carriers, each with their own specific products available for you to use for your clients
To Apply:
Please send us your resume.
We are an inclusive equal opportunity employer, and we thank all applicants for their interest in a career at Eau Claire Partners; however, only those candidates who are selected for an interview will be contacted.
About us:
At Eau Claire Partners, we are building the next generation of empowered financial professionals. We promote financial concepts, strategies and solutions that have stood the test of time, and are committed to providing practical needs-based advice to our clients. We attract and retain industry experts by providing a comprehensive platform powered by an industry-leading revenue sharing model, and we partner with entrepreneurs looking to build both impactful and profitable agencies across Canada.
Our strategic imperative is to increase access to the financial services industry through a network of experts who provide needs-based, practical and data-driven solutions to the growing financial challenges facing Canadians every day.
www.eauclairepartners.com
Job Types: Full-time, Commission
Pay: $25,000.00-$80,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Dental care
- Extended health care
- Life insurance
Experience:
- Insurance sales: 3 years (required)
Licence/Certification:
- LLQP (required)
Work Location: On the road
About Eau Claire Partners Inc.
Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client experience.
Our vision is to offer:
Our partners a turnkey business operation system with extensive home office marketing and advertising support. Performance based profit sharing and equity ownership program as well as full ownership of their book of business.
Insurance and Wealth Advisor
Top Benefits
About the role
The opportunity:
As an Insurance and Wealth Advisor at Eau Claire Partners, you will be the trusted advisor providing comprehensive wealth planning and investment management solutions to satisfy your clients’ unique set of circumstances. You will develop and manage new and existing client relationships providing advice on estate planning, retirement planning, risk management, and insurance and investment management.
Key Responsibilities:
- Meet and engage with clients to understand their personal and business priorities, advise them on solutions, and provide a comprehensive financial plan to help them achieve their goals.
- Educate clients and provide relevant insights and expert advice
- Customize and provide financial solutions that cater to their situation using our wide shelf of insurance and investment products
- Identify opportunities during customer conversations to generate referrals
- Provide other solutions indirectly through referrals to business partners.
- Be aware of the changing needs and circumstances of your clients and maintain their confidence as their trusted advisor
- Ensure all client information and regulatory requirements are up to date and current
- Develop, nurture, and strengthen client relationships and build new relationships via client referrals, centers of influence, networking and other business development opportunities to acquire new business
- Leverage your technical planning and client relationship skills to build a business within Eau Claire Partners
- Proactively enhance your expertise through attending seminars, continued education and proactive personal development
- Execute work to deliver timely, accurate, and efficient service
- Work mostly independently
Ideal Candidate:
- Licensed for Life, Sickness & Accident Insurance
- Other industry education and designations would be considered an asset
- Demonstrated technical proficiency in financial planning, asset management and insurance
- Has at least 2 – 3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations
What you need to succeed
- Appetite and drive to build strong, trusted client relationships
- Passionate about cultivating relationships and surround yourself with a diverse network of partners
- Extremely client-focused and doing what’s right for the client
- Enthusiastic energy and excellent interpersonal and communication skills
- Ability to expertly build rapport with clients
- Analytical and highly observant with close attention to detail
- Ability to explain complex information and concepts simply and clearly
- Creative and strategic approach to problem solving and developing personalized financial strategies and solutions for clients.
- Commitment to excellence and a high level of integrity
- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
- Self-motivated; driven to exceed established goals and focus on excellence
- Proactive and demonstrates a high degree of perseverance
- Working knowledge of the financial industry and strong desire to learn and improve your own financial intelligence
- Positive and organized
Compensation:
Commission-based, full-time or part time.
Benefits:
- We provide extensive and continuous training, coaching, and educational/personal development assistance, to give you all the right tools to succeed and continually improve in this role
- Highest revenue sharing model in the industry
- Clear, transparent and objective criteria to progress in your career
- Flexible working location and time
- A purpose-driven, winning team, committed to results, in an inclusive and high-performing culture that emphasizes on coaching, learning, and development
- Access to our platform that includes a vast library of training, coaching, and mentorship videos available to you on-demand, as well as all the tools and guidance necessary for you to succeed
- Access to over 37 different carriers, each with their own specific products available for you to use for your clients
To Apply:
Please send us your resume.
We are an inclusive equal opportunity employer, and we thank all applicants for their interest in a career at Eau Claire Partners; however, only those candidates who are selected for an interview will be contacted.
About us:
At Eau Claire Partners, we are building the next generation of empowered financial professionals. We promote financial concepts, strategies and solutions that have stood the test of time, and are committed to providing practical needs-based advice to our clients. We attract and retain industry experts by providing a comprehensive platform powered by an industry-leading revenue sharing model, and we partner with entrepreneurs looking to build both impactful and profitable agencies across Canada.
Our strategic imperative is to increase access to the financial services industry through a network of experts who provide needs-based, practical and data-driven solutions to the growing financial challenges facing Canadians every day.
www.eauclairepartners.com
Job Types: Full-time, Commission
Pay: $25,000.00-$80,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Dental care
- Extended health care
- Life insurance
Experience:
- Insurance sales: 3 years (required)
Licence/Certification:
- LLQP (required)
Work Location: On the road
About Eau Claire Partners Inc.
Our mission is to create an ever evolving and ever-growing company of well-trained and well-supported financial services entrepreneurs that deliver the best possible client experience.
Our vision is to offer:
Our partners a turnkey business operation system with extensive home office marketing and advertising support. Performance based profit sharing and equity ownership program as well as full ownership of their book of business.