Bilingual Financial Services Representative, Insurance

This is a fully remote position, open to applicants in Canada.

📋 Description

• Conduct scheduled virtual meetings and proactive outbound conversations regarding insurance.

• Establish rapport and utilize structured discovery methods to comprehend clients’ situations, financial priorities, and insurance requirements.

• Identify suitable sales opportunities.

• Recommend appropriate Canada Life insurance products within your licensing, product, and advisory authority.

• Clarify product features, benefits, and limitations.

• Assist clients from the recommendation stage through to application and placement.

• Accurately complete applications and necessary documentation.

• Document client discussions, needs, recommendations, disclosures, and outcomes.

• Manage a pipeline consisting of prospects, applications, and existing client opportunities.

• Conduct timely follow-ups.

• Collaborate with colleagues in Insurance Link, Insurance Specialists, and internal partners.

• Refer needs that fall outside the role’s scope.

• Keep updated on Canada Life individual insurance products, underwriting criteria, sales practices, regulatory requirements, and internal procedures.

• Share client feedback and insights to enhance the Insurance Link client experience and sales strategy.

• Contribute to client engagement, insurance sales, quality, and compliance goals.

⛳️ Requirements

• A valid Life Licence Qualification Program (LLQP) license.

• Capability to maintain the required provincial licenses.

• Experience in providing individual insurance advice and assisting clients through the sales process.

• Strong consultative sales and communication abilities.

• Proficient knowledge of individual insurance products, including term and permanent life insurance as well as critical illness insurance.

• Familiarity with disability insurance is a plus.

• Client-centered approach with the ability to build trust and offer suitable advice.

• Experience in selling individual insurance within a carrier, brokerage, or financial-services setting is advantageous.

• Post-secondary education or an equivalent combination of education and relevant experience.

• Strong organizational skills, judgment, and adaptability.

• Proficiency in both French and English.

• A criminal record and credit background check are mandatory conditions of employment.

🏝️ Benefits

• Opportunities for career advancement.

• Access to industry-leading learning programs.

• Up to $2,000 annually for education reimbursement.

• Flexible health and dental benefits.

• $5,000 mental health benefit.

• Vacation and personal days.

• Volunteer day.

• Company-matching pension plan.

• Share ownership program.

• Additional investment options.

• Employee recognition programs.

• Celebrations for service milestones.

• Employee discounts.

• Employee Resource Groups (ERGs).

• Mentorship programs.

• Social clubs and events.