Join a dynamic team as a Financial Security Advisor based in Montreal, QC, offering a hybrid work environment. This role specializes in assessing clients' financial needs to provide tailored insurance solutions.
As a full-time Financial Security Advisor, you will engage directly with clients to evaluate their financial goals and deliver customized life and disability insurance recommendations. Your responsibilities will include conducting financial needs analyses, crafting compelling proposals, and nurturing client relationships through consistent follow-ups. Continuous learning about insurance products and market developments is key to success.
Key Responsibilities:
• Evaluate clients' financial goals through needs analyses
• Develop and present customized insurance solutions
• Assist with the application process and policy reviews
• Regularly follow up to maintain client relationships
• Collaborate with the team to enhance service offerings
Requirements:
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