Financial security advisor, Life and health insurance
Core
Sell and provide advice on life, health, disability, and critical illness insurance products; analyze client needs and develop personalized financial security solutions.
Role type
Life and health insurance financial security advisor
Builds
Individual and group insurance policies, retirement savings plans, and segregated funds
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, client needs analysis, relationship building, negotiation, industry trend monitoring
Preferred skills
Damage insurance certification (AMF), French language proficiency
Technologies
None stated
Responsibilities
Sell 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