Financial Security Advisor, Life and Health Insurance

Role Overview

• 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