Become a trusted Retirement Advisor with Canada Life, enhancing customer experience and building long-term relationships. Help clients navigate retirement planning from major cities across Canada.
In this full-time role with the Freedom Experience team, you will work closely with clients in Calgary, London, Montreal, Ottawa, Toronto, Vancouver, or Winnipeg. Your main duties include providing personalized investment advice, guiding clients through their retirement savings plans, and engaging in win-back initiatives to retain assets. Develop strong client connections while educating them on financial planning.
Key Responsibilities:
• Guide clients in understanding their retirement plans
• Develop personalized strategies for asset retention
• Engage with customers through various communication methods
• Implement win-back initiatives to prevent withdrawals
• Collaborate with teams to address client needs
Requirements:
• Life insurance license (or willingness to ...