Location: Remote / Cornwall, ON Type: Full-Time / Contract
About the Role: We are seeking a driven and empathetic Financial Consultant to help our clients navigate their financial journeys. You will conduct comprehensive financial reviews, educate clients on life insurance products, and develop customized strategies for debt consolidation and mortgage readiness.
Key Responsibilities:
- Assess clients' overall financial health and identify areas for improvement.
- Present and explain life insurance policies tailored to individual family needs.
- Create actionable debt-reduction and savings plans.
- Maintain strong, long-term relationships with clients through regular check-ins.
Qualifications:
- Valid provincial insurance license (or willingness to obtain one).
- Strong understanding of personal finance, debt management, and insurance products.
- Excellent communication and interpersonal skills.