Join Our Team Sheppard

Join Our Team

If you’re a goal-oriented, passionate individual who’s ready to be part of something bigger, then Sheppard is the place for you.

Financial Advisor

Permanent/ Full-Time

Successful candidates must be self-driven to attract new clients by offering a comprehensive suite of insurance products and financial services, which are tailored to each individual’s needs. They will also advise clients on financial plans, whilst utilising knowledge of investment strategies, securities, insurance, and pension plans. Duties include assessing clients' assets, liabilities, cash flow, and insurance coverage.

Competitive salary and benefits package commensurate with qualifications and experience.

Bachelor’s degree (or equivalent) in Economics, Finance, Management, Accounting, or a related field will be an asset.

Passing grade in general and/ or ordinary long-term insurance would be an asset.

Key Competences
A competitive sales drive with the ability to create sales opportunities, multi-task, problem solve and analyse information. Good communication, administrative writing, Microsoft Office skills are required. Must be IT proficient, professional and the ability to adapt to a fast-paced environment.

Minimum 3 years’ experience in insurance sales and finance.
Prior experience managing client roster.

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