Company
Insurance
Financialsecurityadvisor,Lifeandhealthinsurance
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial security advisor, Life and health insurance. Skills: Insurance sales, Client relationship management, Financial needs assessment. Provide expert advice on insurance products. Sell life insurance products”
Industry & Context.
Analytical skills; Problem-solving skills
Scheduled availability, Evening shifts
What They're Looking For.
Must Have
Bachelor's degree in business, finance, economics, or related field, 1 year of relevant experience, Valid representative certificate in personal insurance (AMF or equivalent), Knowledge of life and health insurance products, Knowledge of retirement solutions, Knowledge of financial planning concepts, Proficiency in French
Nice to Have
Equivalent experience to Bachelor's degree
What You'll Do.
Provide expert advice on insurance products
Sell life insurance products
Sell health insurance products
Sell disability insurance products
Sell critical illness insurance products
Assess client financial protection needs
Recommend personalized insurance solutions
Recommend retirement solutions
Develop trust-based relationships with clients
Develop trust-based relationships with prospects
Develop trust-based relationships with referral partners
Identify business development opportunities
Prospect for new clients
Monitor client satisfaction
Follow up on service quality
Implement service improvements
Analyze client portfolios
Act on opportunities to support financial goals
Act on opportunities for long-term planning
Stay informed on market trends
Stay informed on product updates
Stay informed on regulatory changes
Represent the organization professionally
Ensure compliance with policies
Ensure compliance with procedures
Ensure compliance with industry standards
How You'll Work.
Communication Scope
Interpersonal skills
Full Job Description
## Accountabilities 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. Requirements 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. Benefits Competitive salary with annual performance-based bonus Defined benefit pension plan ensuring long-term financial stability Comprehensive group insurance coverage, including telemedicine services Four weeks of flexible vacation starting in the first year Reimbursement for health, wellness
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