Rakesh Verma - Business Development Manager - LifePlan Investments

About the job

LifePlan Investments

LifePlan Investments is one of the fastest growing Canadian Fintech Startups and technologically-advanced boutique financial service firm now operating virtually in Ontario and Alberta.

We believe in providing simplified, fully transparent, unbiased and tactical financial advice at every stage of people’s lives. We are seeking a passionate and self-motivated individual who is comfortable using innovative, disruptive technology to join our team as a Financial Advisor.

It's not a Job, it's a fast-growing Career!

We are an energetic, diverse organization where producers work in a non-traditional and friendly team-oriented environment We provide professional coaching and mentoring along with leadership and career development opportunities. We will provide you with exceptional administrative support, mobile app, top-notch CRM and other technical support tools to build your career for lifetime. Most important, you can control your career with no pressure to meet sales quotas. .

As part of the LifePlan family, you will get unparalleled experience that is both intellectually stimulating and fun. Come grow with us.

Financial Advisor

As a financial advisor your goal is to help clients create viable plans for managing their finances given their unique individual and family situations. You will provide integrated life insurance planning and advice as a trusted advisor to your clients. This position allows you to build your own business, and own your clients from the day one by leveraging LifePlan’s brand, strength, and stability.

We provide competitive performance-based compensation and financial assistance for qualified candidates to help you develop your career.



POSITION RESPONSIBILITIES

Assess clients’ needs and provide customized financial planning solutions
Build and maintain client relationships through various prospecting activities such as networking, social media marketing, etc.
Build rapport with new clients and strengthen existing relationships
Utilize CRM to manage prospects and clients’ profiles and provide high-level service
Service on-going clients, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct client care calls and process renewals
Prepare documentation for insurers, complete applications for clients, process changes
Actively participate in carrier training, workshops and webinars
Participate in community support and philanthropic initiatives

REQUIREMENTS

Strong prospecting and business development skills
Outstanding problem-solving and analytical skills
Excellent interpersonal and customer care skills
Strong time management and organizational skills
Goal oriented and strong work ethic
Working knowledge of CRM tools and carriers software
Proven track record of successfully managing and closing deals
LLQP or HLLQP, CSC, CFP CLU and experience in financial service industry would be considered an asset


We would like to thank all applicants for their interest in this position. Only selected prospects will be contacted for interview.