Financial Security Advisor

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

📋 Description

• Gaining thorough insights into the client's financial status to develop investment and financial plans based on their goals.

• Guiding clients in estate planning to fulfill their objectives, working alongside both internal and external resources.

• Offering quotes, promoting additional products, and performing front-line risk assessments in line with underwriting guidelines.

• Building, nurturing, and sustaining community relationships to boost the branch’s presence and maximize business opportunities.

• This position entails direct interaction with clients and/or service providers within their environments.

⛳️ Requirements

• You possess a life insurance license from the Autorité des marchés financiers (AMF).

• You have 1 to 2 years of experience in the life insurance sales and business development sector.

• You have a strong understanding of life and wealth insurance products.

• Strong underwriting skills are considered an asset.

• A college or university degree in a relevant field is advantageous.

• Proficiency in both English and French is crucial for fulfilling the primary duties of this role, including serving and communicating mainly with predominantly anglophone and francophone clients, groups, and teams.

• Essential non-French duties cannot be assigned to neighboring or other team members.

🏝️ Benefits

• Opportunities for training and development to advance your career.

• Chances to contribute positively to your community.

• Warm leads provided through our referral program.

• Dedicated coaching and continuous support to help you reach your goals.

• Flexible scheduling – manage and set your own hours.

• Work from home anywhere in Quebec with complete access to virtual tools and team support.