Financial Security Advisor, Insurance

Join our team as a Financial Security Advisor, Insurance, where you will provide integrated life insurance planning and advice to clients and referrals. Utilise your business development skills to prospect and grow a new book of business, while deepening client relationships. Ideal for driven professionals with strong sales experience and a background in life insurance.

Skills

• life insurance license (hllqp/llqp)
• life insurance
• salesforce
• business development
• prospecting
• client relationship management
• digital literacy
• cross-selling
• customer needs analysis
• fluency in french
• fluency in english
• networking
• canadian driver's license
• portfolio management
• financial planning
• health insurance
• wealth planning
• opportunity identification
• sales goal achievement
• industry designations (cfp, clu, chs)