Financial consultant providing advisory services for clients' financial needs. Engaging with existing clients to support their financial decisions through online consultations.
About the role
- Senior Advisor selling life and health insurance products and services while developing client relationships. Leading sales initiatives and advising clients on strategic opportunities.
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell life and health insurance products and services through various distribution channels
- Lead clients and practitioners on sales and service development projects
- Evaluate and act on business and partnership opportunities
- Advise members, clients and stakeholders
- Develop retention tactics and strategies
- Monitor the industry to understand and anticipate trends
Requirements
- Bachelor's degree in a related field
- A minimum of six years of relevant experience
- Strong communication skills in both French and English, both oral and written
- Action oriented
- Business insight
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Plans and aligns
- Trust Trade Union (If applicable)
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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