Financial Security Advisor, Life and Health Insurance

New

CanadaFull-TimeMiddle

Salary not disclosed

Apply NowOpens the employer's application page

Job Details

Bachelor’s degree in business, finance, economics, or a related field (or equivalent experience).
Minimum 1 year of relevant experience in insurance, financial services, or client advisory roles.
Valid representative certificate in personal insurance (AMF or equivalent).
Strong knowledge of life and health insurance products, retirement solutions, and financial planning concepts.
Excellent communication and interpersonal skills with a strong client-service orientation.
Proven ability to build relationships, influence decisions, and manage client expectations effectively.
Strong analytical and problem-solving skills with attention to detail and adaptability.
Ability to work in a fast-paced environment with scheduled availability, including some evening shifts.
Proficiency in French is required.

Provide expert advice and sell life, health, disability, and critical illness insurance products tailored to client needs.
Assess client financial protection needs and recommend personalized insurance and retirement solutions.
Develop and maintain strong, trust-based relationships with clients, prospects, and referral partners.
Identify business development opportunities and actively prospect for new clients across multiple channels.
Monitor client satisfaction, follow up on service quality, and implement improvements where necessary.
Analyze client portfolios and act on opportunities to support financial goals and long-term planning.
Stay informed on market trends, product updates, and regulatory changes within the insurance industry.
Represent the organization professionally while ensuring compliance with policies, procedures, and industry standards.

View Full Description & ApplyYou'll be redirected to the employer's site