Life and health insurance financial security advisor serving clients by providing advice and maintaining business relationships. Focused on sales of insurance products and services based on client needs.
Responsibilities
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 high-potential member/client files
Act on business opportunities and present information to partners so that members and clients can reach their financial goals
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 four years of relevant experience
Mutual fund personnal insurance – Autorité des marchés financiers
Knowledge of French is required
Action oriented
Communicates effectively
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Situational adaptability
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
Job title
Financial Security Advisor, Life and Health Insurance
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