Financial security advisor managing relationships and selling life and health insurance products. Analyzing client needs and providing personalized insurance solutions in a hybrid work environment.
Responsibilities
Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices
Analyze member/client needs and develop personalized solutions
Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
Support current and potential members and clients
Represent the organization and help negotiate agreements with clients
Requirements
College diploma in a related field
A minimum of two years of relevant experience
Certificate of Representative in Personal Insurance – Autorité des marchés financiers
Knowledge of French is required
Must have a valid driver's licence and access to a vehicle
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
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