Insurance & Wealth Advisor (Bilingual English/Mandarin)

About SY. Wealth 云财富管理

We are a full service insurance, investment management, and high-networth wealth management firm, based out of Vancouver, Canada. In contrast to mass market brokers that focus on high volume and pay little attention to clients and people, we are a small team of extremely experienced and independent financial advisors, and tax and legal advisors with a singular mission: delivering personalized, high quality, and impartial investment, life insurance, tax, and estate planning advice to our primary market: high net worth clients in the Vancouver, Edmonton, and Toronto GTA metro areas. Our team is small and family oriented and our work is highly flexible for all team members.

SY.Wealth is committed to creating a diverse environment and is proud to be an equal opportunity employer.Thank you for your application, however, only those selected for an interview will be contacted.

JOB DESCRIPTION

We are looking for an experienced Insurance and Wealth Advisor – 财务顾问 (Bilingual English Mandarin) with availability starting in May-August 2023.

KEY RESPONSIBILITIES and DUTIES (**MUST READ):

As a Insurance and Wealth Advisor (财务顾问）, you will be:

• Actively partcipate in community, networking, and other local and online social and networking events to prospective for potential clients and promote the SYFinancial brand and services.
• Plan daily prospecting and follow-up phone calls and meetings with prospective leads
• Using our CRM tool, build and actively manage/update a pipeline of sales leads for insurance and investment clients
• At the start of each week, be prepared with a sales prospecting plan (who you will contact, timeline, etc.)
• Actively support and prospect client leads at company-sponsored events, such as golf tournaments, monthly seminars, networking events and dinners.
• Maintain a flexible schedule (some client-facing events may require weekends) – be able to travel and meet client prospects on short notice.

KEY QUALIFICATIONS (**MUST READ)

We are looking for the following skills and qualifications as a business development manager (BDM):

• **Preferred candidates have former experience banking, lending company, insurance broker, accounting office, or insurance company, etc.
• **Preferred candidates carry one of the following financial services designations: LLQP, CSC, CFP, or related license.
• **Required: minimum 5+ years of sales or business development experience, ideally in a financial services setting
• Because we are a small team focused on a small number of high net worth clients, the ability to work independently without supervision is critical
• Bilingual: excellent verbal and written skills in both English and Chinese Mandarin (due to requirements by our clients who are not fluent in English), especially experience dealing with phone, Zoom, and in-person meetings that require excellent verbal communication skills in sales settings
• Demonstrated comfort working with modern technology tools such as Google Docs, Wechat, WhatsApp, CRM, and Zoom virtual meetings (or other virtual meeting applications)
• Possess an active driver license

WHAT DO WE OFFER?

• Competitive total compensation package for our BDMs:
• Base Hourly Salary + Performance-based Commission
• Commission calculated as a % of insurance/wealth investment FYC
• **Added bonus: Our firm will support all Business and Marketing professionals in their pursuit of Life License Qualification Program (LLQP), the Canadian Securities Course, and other industry licensing including all education, exam, and licensing fees
• Open Career Path: for those interested, SY Financial will sponsor BDMs to become fully certified future financial advisors or certified financial planners (CFP)

AND Other Cool Perks:

• We are extremely flexible with your work arrangement: work from your home, coffee shop, client site when needed. Come into office 1-2 days a week or whenever you feel necessary!
• Annual opportunity to attend industry conferences and/or offsite trips organized for our high net worth clients (in North American cities)
• Employee private healthcare, vision, and dental insurance, fully covered by the firm
• Bring your own device and we cover your monthly cell phone data plan!
• Office conveniently located at Airport Square (near Marine Drive Station on Canada Line Skytrain)
• Starting in summer 2023, we will be relocating to a brand new open-concept workspace located at the new Bridgeport Business Centre in Richmond (next to Bridgeport Skytrain).

Job Types: Full-time, Part-time, Commission
Part-time hours: 20 per week

Salary: $35,000.00-$78,000.00 per year

Benefits:

• Company events
• Dental care
• Employee assistance program
• Extended health care
• Flexible schedule
• Life insurance
• Vision care
• Work from home

Schedule:

• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus pay
• Commission pay

Experience:

• Sales: 5 years (required)
• life insurance sales: 3 years (preferred)
• investment sales: 3 years (preferred)

Language:

• Mandarin Chinese (required)

Work Location: Hybrid remote in Vancouver, BC