Greatway Financial Inc – Toronto, ON
Job Description
You help clients save for retirement as a financial advisor. You also help with tfsa, rrsp and insurance (life, critical illness, disability). You will report to a senior once a week to monitor your progress and for continuous learning.
Salary
Weekly pay. Estimated $130,000/ year. Commission based. A $200/ month premium savings plan for 20 years will pay you about $2500-$3000. 1 business a week at $2500 = $130,000/ year. Higher compensation if promoted. If someone else closes the business for you, you will split the commission 50-50.
Hours
Flexible. To be discussed during the interview. Part-time is an option.
Organization and Location
Greatway Financial Inc.
Based at
Unit 501-333 Wilson Ave Toronto, ON
5580 Kennedy Road Mississauga, ON
1000 Upper Gage Ave Hamilton, ON
Job Purpose and Objective
The primary purpose and objective of both our organization and this position is to help people save financially. We specialize in helping those under 50 in saving for retirement, preferably those under 40.
Responsibility of the job include:
Major activities:
Prospecting clients
Setting appointments with clients
Presenting information to individual clients in their homes
Presenting information to a group of clients in our office
Explaining to clients their policy so that they understand everything. Everything must be transparent.
Minor activities:
Setting appointments with insurance nurses for medical (for blood and urine sample)
Scanning and submitting paperwork electronically (everything is done electronically).
All skills mentioned can be learned on the job!
Essential and Non-Essential Qualifications
Essential:
The ability to speak and present in English
No criminal records
Life (Hllqp) license (You can get it free though Greatway, conditions apply)
Important:
Politeness
Diligence
Confidence
A genuine desire to help people
Integrity
Special Considerations:
Drivers licenses and access to your own vehicle is very highly recommended
Contact
E-mail Quang Justin Tran at jtran@greatwayfinancial.ca
Please include your resume if you are interested for an interview
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