Expert Financial Security Advisor Customized Insurance Solutions

Position: Expert Financial Security Advisor for Customized Insurance Solutions
Location: Saint-Jean-de-Matha

Join a dynamic team as a financial security advisor focused on life and health insurance products. Utilize your skills to connect clients with valuable financial solutions tailored to their unique needs.

In this position, you will engage with members and clients to identify their requirements and sell life, health, and retirement solutions.

Your role will encompass business relationship management, effective communication, and personalized support to enhance client experiences. Ensure compliance with standards while building a reputation for excellence in client service.

Key Responsibilities:

• Assess client needs for tailored insurance offerings

• Promote diverse financial products through effective communication

• Negotiate insurance agreements and maintain relationships

• Support clients with claims and inquiries

• Utilize effective prospecting to grow your client base

Requirements:

• Diploma in a relevant field required

• Two years of insurance industry experience

• AMF damage insurance representative’s certificate

• French language proficiency essential

• Willingness to travel to designated service centers

Leverage your expertise in life and health insurance to empower clients and make meaningful contributions to their financial wellbeing.