Aviso Wealth is hiring a
Virtual Life Advisor

Summary

The job description is for a Virtual Life Advisor at Aviso Wealth Management. The role involves client consultation for the sale of insurance products, risk management planning, and maintaining strong client relationships. The position requires a minimum Bachelor's degree in Finance or Economics, life insurance licenses, 3-5 years of experience in the financial services industry, and proficiency with technology and MS Office Suite.

Requirements

• Minimum Bachelor’s degree in Finance or Economics
• Life Insurance and Accident & Sickness Insurance licenses
• 3-5 years of experience in the financial services industry selling life insurance, living benefits and other insurance products
• Certified Financial Planner License is an asset
• Technology comfortable
• Strong customer service focus and positive attitude
• Ability to communicate in a virtual environment by telephone and video
• Exceptional interpersonal and relationship skills to build trust with clients and colleagues
• Excellent written communication skills
• Able to operate independently
• Strong organizational, multitasking and time management skills
• Proficient with planning tools, calculators and advanced experience with the MS Office Suite, including Outlook, Excel and Word
• Ability to work with highly confidential and sensitive information with integrity

Responsibilities

• Recognize prospecting opportunities for new clients with partner advisors
• Communicate with clients directly through phone calls, emails and video conferences to conduct a needs analysis and make proposals
• Ensure application to life insurance carriers is fulsome and complete, and monitors progress before policy is issued
• Meet all regulatory requirements in day-to-day activities ensuring compliance through the insurance agency in each province where licensed
• Maintain strong client relationships through regular contact and providing timely, value-added information, advice and recommendations by meeting their insurance needs and troubleshooting any issues that may arise
• Uses financial planning tools and data to develop plans and recommendations to meet the clients’ investing/financial planning goals and collaborates with other specialists to ensure clients/members are receiving comprehensive financial planning

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork