Financial Security Advisor, Life and Health Insurance

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

📋 Description

• Engage in serving, prospecting, soliciting, and nurturing business relationships with members and clients.

• Market life and health insurance products and services through various distribution channels, tailored to member/client needs and current strategies.

• Promote and market financial security products and services effectively.

• Evaluate member/client requirements and craft personalized solutions.

• Assure member/client satisfaction and service excellence in line with organizational standards and procedures.

• Provide support to existing and prospective members and clients.

• Act as the organization’s representative and assist in negotiating agreements with clients.

• Sell and offer guidance on life, health, disability, and critical illness insurance products.

• Evaluate customer satisfaction and service quality, conducting follow-ups and making necessary enhancements.

• Build and sustain strong relationships with referral sources.

• Identify and analyze potential member/client profiles.

• Seize business opportunities and present information to partners, enabling members and clients to achieve their financial objectives.

• Keep abreast of industry developments to recognize business growth opportunities and stay informed about new products and trends.

⛳️ Requirements

• Attestation of Collegial Studies.

• A minimum of two years of pertinent experience.

• Please note that alternative combinations of qualifications and relevant experience may be taken into account.

• Proficiency in French is mandatory.

• Capability to sell and provide guidance on life, health, disability, and critical illness insurance products.

• Competence in evaluating customer satisfaction and service quality, performing follow-ups, and implementing improvements as necessary.

• Ability to establish and nurture relationships with referral sources.

• Skill in targeting and analyzing potential member/client profiles.

• Aptitude for identifying business development opportunities and remaining knowledgeable about new products and trends.

• Proactive and action-oriented.

• Effective communication skills.

• Strong customer focus.

• Interpersonal savvy.

• Agile learner.

• Adaptable to different situations.

🏝️ Benefits

• Competitive salary along with an annual bonus.

• Four weeks of flexible vacation starting from the first year.

• Defined benefit pension plan that ensures predictable and stable income during retirement.

• Group insurance that includes telemedicine services.

• Reimbursement for health and wellness expenses, as well as telework equipment.