Financial security advisor, Life and health insurance
Core
Sell and provide advice on life, health, disability, and critical illness insurance products, including group insurance and retirement savings plans.
Role type
Life and health insurance financial security advisor
Builds
Personalized financial security solutions for individual and group clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, client needs analysis, relationship building, negotiation, business development, regulatory compliance (AMF certificate)
Preferred skills
Knowledge of industry trends, customer satisfaction monitoring
Technologies
None stated
Responsibilities
Sell and advise on life, health, disability, and critical illness insurance; assess customer satisfaction and service quality; establish and maintain relationships with referral sources; target and analyze potential client files; monitor the industry for business development opportunities.
Seniority
Mid-level (2+ years experience)