Hybrid Financial Security Advisor, Life and Health Insurance

Posted 17 hours ago

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About the role

  • 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

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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