Associate Mortgage Advisor Jobs in Alberta

Gain knowledge of other carriers for options if declined by Sun Life Financial (our alliance)

Minimum of 2 years customer service experience

Ideally, 2 years sales experience in any industry

Other financial services designations a huge benefit

Master time manager, you can prioritize your workload, plus you demonstrate confidentiality and discretion

Assist clients with their insurance needs by utilizing basic knowledge of underwriting principles

·Strong organizational, time management, communication and priority setting skills in order to meet deadlines

·Proficiency in Word, Excel, CRM systems and other related business or money management tools

·Excellent verbal and written skills

·Experience with NaviPlan/financial planning software an asset

·CFP/QAFP/PFP, CIFC (Investment Funds) or industry equivalent, and Life/A&S licenses

·Ability to motivate others to make decisions and take action (sales ability)

You have strong organizational and time management skills and are always one step ahead

Build a thorough knowledge and understanding of Neo’s mortgage products and services as well as assessing local competition and market opportunities

3-5+ years experience in a customer facing role

Experience as a mortgage broker or in mortgage sales at another lender is an asset

Experience in financial services or with financial products is an asset

Experience achieving sales quotas, with a strong internal desire to meet and exceed achievable targets