Financial Security Advisor, Life and Health Insurance

Job Description:

  • 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 organizational 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 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

Requirements:

  • Attestation of Collegial Studies
  • A minimum of two years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Knowledge of French is required
  • Ability to sell and provide advice on life, health, disability and critical illness insurance products
  • Ability to assess customer satisfaction and service quality, follow up, and make improvements as needed
  • Ability to establish and maintain relationships with referral sources
  • Ability to target and analyze potential member/client files
  • Ability to identify business development opportunities and stay current on new products and trends
  • Action oriented
  • Communicates effectively
  • Customer Focus
  • Interpersonal Savvy
  • Nimble learning
  • Situational adaptability

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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