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 their/your clientele.  You will evolve in a stimulating and supportive environment, where your professional ambitions can be fully expressed.

Responsibilities:

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

Analyze the financial needs and short, medium and long term objectives of clients

Recommend 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 orientation results

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 for advancement towards management and leadership positions

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

Flexibility and autonomy

Flexible schedule

Administrative support available

High compensation potential

Ready for a call with us?

Join a team that values excellence, entrepreneurship and professional development.

Only those selected for an interview will be contacted.

We subscribe to the principle of employment equity.