Life and health insurance advisor developing business relationships and managing the sales of insurance products in Canada. Focusing on member/client needs and providing tailored financial solutions.
Responsibilities
Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Sell life and health insurance products and services through multiple distribution channels
Analyze member/client needs and develop personalized solutions
Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
Establish and maintain good relationships with referral sources
Requirements
College diploma in a related field
A minimum of two years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
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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