Financial security advisor, Life and health insurance
Hybrid · Canada
Core
Sell life and health insurance products and services, including individual/group insurance, retirement plans, and claims settlement, to members and clients.
Role type
Sales advisor (life and health insurance)
Builds
Insurance policies and financial security solutions
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Sales, client needs analysis, solution development, negotiation, relationship management, claims settlement knowledge
Preferred skills
Knowledge of French, valid driver's license, access to a vehicle
Technologies
None stated
Responsibilities
Prospect and solicit clients, sell insurance products, analyze client needs, develop personalized solutions, negotiate agreements, settle claims, ensure service quality
Seniority
Mid-level (2+ years experience)