Financial security advisor, Life and health insurance
About The Position
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement. You help promote and sell financial security products and services. The ability to communicate effectively and thoroughly understand clients' expressed needs is therefore essential. You help analyze member/client needs and develop personalized solutions. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You support current and potential members and clients. The ability to tailor your approach as needed is therefore essential. You represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to: 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 potential member/client files Act on business opportunities and present information to partners so that members and clients can reach their financial goals Help monitor the industry to identify business development opportunities and stay on top of new products and trends.
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Must have a valid driver's licence and access to a vehicle
Nice To Haves
- Other combinations of qualifications and relevant experience may be considered
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
- Sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices.
- Promote and sell financial security products and services.
- Analyze member/client needs and develop personalized solutions.
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
- Support current and potential members and clients.
- Represent the organization and help negotiate agreements with clients.
- 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.
- Target and analyze 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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
11-50 employees
