Financial Security Advisor, Life and Health Insurance

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About the role

  • Financial security advisor developing and maintaining business relationships for insurance products. Selling life and health insurance services through multiple distribution channels and ensuring client satisfaction.

Responsibilities

  • Serve, prospect for, solicit, develop and maintain business relationships with members and clients
  • Sell life and health insurance products and services through multiple distribution channels
  • Focus areas include individual insurance, group insurance, retirement savings plans, insurance brokerage, segregated funds, travel insurance, and life and health insurance claims settlement
  • Promote and sell financial security products and services
  • 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 prospective members and clients
  • Represent the organization and negotiate agreements with clients

Requirements

  • College diploma in a related field
  • Minimum of two years of relevant experience
  • Required permits, certifications, or attestations — note: do not confuse an academic certificate/diploma with a professional certification
  • Representative’s Certificate in Insurance of Persons — Autorité des marchés financiers (AMF)
  • Proficiency in French is required

Benefits

  • Competitive salary with annual bonus
  • Four weeks of flexible vacation starting in the first year
  • Defined benefit pension plan providing predictable, stable income throughout retirement
  • Group insurance, including telemedicine
  • Reimbursement for health and wellness expenses and telework equipment

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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