Job Description
The Financial Security Advisor, Life Insurance and Investment Funds develops a personal business plan to ensure effective management of existing client and partner relationships with the outcome to transition clients to a state of financial security and health. You monitor client activity to ensure the relationship is properly managed, preventative follow-up care is maintained and adheres to established service requirements. You develop and manage the business plan, establish strategies and goals including business and partner development activities and marketing campaigns in collaboration with management in assigned territories.
You travel to nearby bases/wings/units to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members. You develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in assigned territories, in accordance with SISIP's business planning and practices and standards.
Experience
In the provision of financial planning and investment services
In building relationships with clients
In organizing and delivering presentations
In providing investment advice
In preparing written financial plans
In the provision of life and disability insurance services
Responsibilities
Travel to Base/Wing/Unit (B/W/U) to deliver presentations, deepen partner relationships and develop and retain client relationships with CAF members.
Develop a business plan, establish strategies, activities and goals that address client growth and retention, business, and partner (COI) development in collaboration with management in the assigned territories, in accordance with SISIP’s business planning practices and standards.
Develop and deepen understanding of client goals, needs and overall financial situation through comprehensive client discovery, including data gathering and analysis, identification of options, development of recommendations, creation/implementation of financial action plan, and ongoing evaluation of revision of the Plan.
Manage provision of investment advice to support the client’s Financial Plan and strategy, including regular monitoring of client investment portfolios, and adherence to best practices and regulatory requirements.
Complete Insurance Needs Analysis and recommendation to enroll members in an insurance solution aligned with their needs.