Financial security advisor, and health insurance

Financial security advisor, Life and health insurance

Be among the first 25 applicants. 1 day ago.

• Sell and provide advice on life, health, disability and critical illness insurance products.
• Assess customer satisfaction and service quality, follow up and make improvements as needed; establish and maintain good relationships with referral sources; help target and analyze high‑potential member/client files.
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals.
• Monitor the industry to identify business development opportunities and stay on top of new products and trends.

• Bachelor's degree in a related field.
• A minimum of four years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Mutual fund personnel insurance – Autorité des marchés financiers.
• Knowledge of French is required.

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan that provides predictable, stable income throughout retirement.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses and telework equipment.
• Benefits apply based on eligibility criteria.

• Action oriented.
• Communicates effectively.
• Customer focus.
• Differences (diversity appreciation).
• Interpersonal savvy.
• Nimble learning.
• Situational adaptability.

We believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

We will provide accommodations at any stage in the recruitment process.

Member/client sales and service (FG)

Mid‑Senior level

Full‑time

Finance and Sales

Banking

Sherbrooke, Quebec, Canada

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