Financial Security Advisor Remote

Position: Co-operators Financial Security Advisor Remote
Join Co-operators as a Financial Security Advisor and work remotely from Quebec. This role focuses on building client relationships and delivering customized financial strategies in both French and English.
As an independent Financial Advisor, you will operate your own insurance agency while receiving backing from Co-operators. Ideal candidates will have a solid background in life insurance sales and be committed to helping clients navigate their financial security goals. This remote opportunity allows you to establish strong community connections while achieving your career objectives.

Key Responsibilities:

• Develop tailored financial and investment plans for clients

• Offer expert advice on estate planning and risk assessment

• Generate quotes and add value through upselling

• Maintain community relationships for enhanced visibility

• Engage clients directly in their environments
Requirements:

• Authorization from Autorité des marchés financiers

• 1-2 years of experience in life insurance

• Comprehensive knowledge of insurance products

• Strong underwriting capabilities preferred

• Bilingual in English and French essential
Utilize your financial expertise to empower clients across Quebec, becoming a valued member of Co-operators.
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