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Co-operators

All your investing and insurance needs in one place. 🍁Proudly Canadian since 1945.

Financial Security Advisor

Security EngineerSecurity EngineerFull TimeRemoteJuniorTeam 5,001-10,000H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

37 days ago

Salary

0

Seniority

Junior

Associate Degree1 yr expEnglishFrench

Job Description

Financial Security Advisor

Co-operators

• Acquiring comprehensive knowledge of the client’s financial situation to create goal-based investment and financial plans. • Advising clients on estate planning to meet their needs and goals, in collaboration with internal and external resources. • Providing quotes, upselling and/or cross-selling other products and conducting front-line risk assessment in accordance with underwriting guidelines. • Cultivating, developing and maintain community relationships to enhance the branch’s visibility and maximize new business opportunities. • This role involves direct contact with clients and/or service providers in their environment.

Job Requirements

  • You have a life insurance licence with the Autorité des marches financiers (AMF)
  • You have 1 to 2 years of experience in life insurance sales and business development
  • You have in-depth knowledge of life and wealth insurance products.
  • Having strong underwriting skills is an asset.
  • You have a college or university degree in a related field is an asset
  • Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams.
  • The essential non-French duties are not assignable to adjacent or other team members.

Benefits

  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • Warm leads provided through our referral program.
  • Dedicated coaching and ongoing support to help you achieve your goals.
  • Flexible scheduling – set and manage your own hours.
  • Work from home anywhere in Quebec with full access to virtual tools and team support.

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