Financial Security Advisor – Ontario

As a specialized consultant, you will have access to a comprehensive range of products from Canada’s leading insurers (brokerage), including life, disability, debt or critical illness insurance.

• Provide advisory services and answer questions from clients who contact Matcha Insurance by phone, chat, e-mail or in person;
• Analyze client needs and make recommendations;
• Provide clients with solutions;
• Serve clients with openness and impartiality;
• Carry out, as the case may be, the insurance transactions selected by clients;
• Provide clients with support and after-sales service;
• Respect the standards and the codes of ethics and compliance of the company and regulatory authorities;
• Participate actively in implementing e-marketing campaigns.

• You will be LLQP (minimum Ontario)
• 1 to 3 years’ experience in financial services distribution.
• Financial planner, an asset;
• Well-honed marketing and entrepreneurial sense;
• Good knowledge of the Web and social networks;
• Professionalism;

• Excellent listener and communicator;
• Ability to establish a relationship of trust with the client;
• Ability to analyze and summarize;
• Well organized;
• Integrity;
• Autonomous and details-oriented;
• Dynamic;
• Results-focused.

The person hired must be able to complete the Canada‑wide insurance distribution permits in less than six months.

Compensation

base salary plus commission

Note The masculine is used to represent both genders and serves only to lighten the text.