Insurance and savings solutions specialist (training offered) - Anjou, Montreal

Make a difference in the lives of your clients while developing your career! 

Are you passionate about human relations, advice and support? Do you want to support individuals and families in achieving their goals by offering them tailored solutions in terms of personal insurance, investments and retirement planning?

We are looking for an Insurance and Savings Solutions Specialist to join our client's dynamic and human team and contribute to the growth of his/her/your clientele.

Your role

As an Insurance and Savings Solutions Specialist savings plan, you will act as a trusted advisor to your clients by offering them strategies adapted to their protection, wealth accumulation and financial planning needs.

Responsibilities

Prospect and autonomously grow a new business portfolio through networking and referrals

Analyze clients' financial needs and short, medium and long-term objectives

Recommend clients personalized solutions in life insurance, disability insurance, critical illness insurance and savings

Support clients in planning their retirement and achieving their financial goals

Ensure rigorous monitoring and offer an exceptional customer experience

Profile sought

Excellent interpersonal skills and sense of customer service

Strong interest in financial services, insurance and savings

Entrepreneurial spirit and results orientation

Autonomy, discipline and organizational skills

Experience in sales, consulting or business development (an asset)

What we offer

Comprehensive training and support

Personalized coaching and mentoring

Support in obtaining the necessary permits and certifications

Opportunities advancement towards management and leadership positions

Tools (creation of your website, marketing support) and resources
Access to a complete range of insurance and savings solutions

Flexibility and autonomy

Flexible schedule

Administrative support and professional support

High remuneration potential
Commissions and bonuses attractive

Why choose our client?

Our client believes that success is based on the development of talents, ongoing support and the creation of lasting relationships with our clients. You will evolve in a stimulating environment where your professional ambitions can be fully expressed.

Ready to take on the challenge?

Join a team that values ​​excellence, entrepreneurship and professional development. Submit your application today and participate in the financial security and success of your future clients.

Only those selected for an interview will be contacted.

We subscribe to the principle of employment equity.