Financial Professional – Insurance Agent, Mortgage Agents, Investment Associates, Support Staff

Full Time – Part Time – Contracted Sales Agents

We are looking to contract and partner with professionals in the financial industry.

Are you tired of having limited solutions for your clients and unfair competition from larger institutions willing to buy your clients business?

We offer competitive compensation with proven successful industry partners in all areas, with a collaborative team environment that provides opportunities for multiple streams of income and improved long term client relationships. You will always own your client base.

Sentry Group | Wealth Partners offer boutique services that MOTIVATES individuals and business owners to make financial decisions they already know should be done.  Sentry Group focuses on protecting assets, maximizing tax efficiencies and ensuring retirement strategies are in place.  Sentry Group consists of a team of partners and professionals with a deep and diverse background of expertise. Serving clients for over 20 years, our Sentry Group team has consistently proven to deliver real Net Worth growth of 20% per year. Our team approach is complimented by our Regional Planning Offices based throughout Southwestern Ontario.

We encourage you to reach out and learn how you can position yourself as your clients

“Personal CFO”.  Our Protect and Invest approach will distinguish you from the other brokerage advisor

Our typical clients are financially stable individuals, business owners and “Zoomer” decision makers.  Who are you looking to attract?

Responsibilities

Service Client Relationships and identify new business opportunities.
Generate new business sales through prospecting activities and establishing referral channels.
Understand the life insurance needs, alternative investments, residential mortgages, market-related securities, risk mitigation and estate management.
Maintain up-to-date product knowledge, industry knowledge and client needs.

Required Knowledge and Skill

Extensive experience and strong track record in sales, management or financial services.
Excellent verbal and written communication skills.
Be a target driven professional with a passion for understanding sales.
Confident, reliable, motivated, and goal oriented.
Ability to work independently and assume accountability.
Must possess good judgment and attention to detail.

Appropriate financial licensing is an asset (LLQP, Mortgage Agent, CFP, FMA, EMD, CSC etc.).

TO APPLY:

If you have the skills and experience required for this position, please forward your resume to:

E-mail: jeffmay@sentrygroup.ca