Financial Security Advisor managing your own insurance agency with Co-operators in Quebec. Helping clients assess and implement solutions for financial security needs.
Responsibilities
Acquiring comprehensive knowledge of the client’s financial situation to create goal-based investment and financial plans.
Advising clients on estate planning to meet their needs and goals, in collaboration with internal and external resources.
Providing quotes, upselling and/or cross-selling other products and conducting front-line risk assessment in accordance with underwriting guidelines.
Cultivating, developing and maintain community relationships to enhance the branch’s visibility and maximize new business opportunities.
This role involves direct contact with clients and/or service providers in their environment.
Requirements
You have a life insurance licence with the Autorité des marches financiers (AMF)
You have 1 to 2 years of experience in life insurance sales and business development
You have in-depth knowledge of life and wealth insurance products.
Having strong underwriting skills is an asset.
You have a college or university degree in a related field is an asset
Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams.
The essential non-French duties are not assignable to adjacent or other team members.
Benefits
Training and development opportunities to grow your career.
Opportunities to give back to your community.
Warm leads provided through our referral program.
Dedicated coaching and ongoing support to help you achieve your goals.
Flexible scheduling – set and manage your own hours.
Work from home anywhere in Quebec with full access to virtual tools and team support.
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