What is expected of our Agents?

• Ability to understand the needs and financial concerns of clients
• Ability to educate clients on how to plan ahead for the future financially, so that they are prepared for unfortunate life events/ circumstances they may encounter
• Promote customized ways for clients to achieve their long-term financial goals
• Cultivating relationships with a view to helping every family member or individual pursue financial security
• Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients
• Providing compassion and guidance to clients when unfortunate life circumstances arise
• Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of community over time

Qualities that we look for in our Agents:

• Sales experience preferred – business mindset, no mile too far
• Strong communication skills, both written and verbal
• Desire to help families and businesses to “Be Good At Life”
• Strong business acumen. Professional business demeanor
• Perseverance in the face of a challenge
• Ability to engage your community and leverage personal networks/contacts