Financial Security Advisor, Life and Health Insurance
Canada
Full Time
3 hours ago
No Sponsorship
About this role
Role Overview
- Sell and provide advice on life, health, disability and critical illness insurance products
- Assess customer satisfaction and service quality, follow up and make improvements as needed
- Establish and maintain good relationships with referral sources
- Help target and analyze potential member/client files
- Monitor the industry to identify business development opportunities and stay on top of new products and trends
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Available to travel within the Greater Montréal area
- Must have a valid driver's license and access to a vehicle
- Available to work Monday to Friday, including two evening per week
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