Advisor in information security governance at Exposant 3, defining frameworks compliant with international standards and ensuring organizational security compliance. Collaborating on awareness and training efforts within a human - centered, innovative team.
About the role
- 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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