Join Beneva as a hybrid Financial Security Advisor, specializing in personalized life insurance and investment solutions. Showcase your customer service skills while making a real impact in clients’ financial futures.
As a Technician IV at Beneva, you will assist current and potential clients with tailored financial solutions. This role demands expertise in life, health, and disability insurance, alongside investment products to meet diverse client needs. Robust communication skills and a client-focused approach will be essential to thrive in this position.
Key Responsibilities:
• Contact clients to update financial situations and needs
• Respond to client calls, offering suitable insurance products
• Foster client loyalty and update investor profiles




• Follow up on transformation rights for group clients
• Analyze client finances and advise on appropriate products
Requirements:
• College diploma in administrative techniques or equivalent
• Life and savings insurance license by AMF
• Six months of relevant sales or financial service experience
• Fluency in French and advanced English proficiency
• Ability to undergo an English test
Leverage your communication and financial skills to support clients at Beneva, where people are at the heart of service.
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📌 Beneva Financial Security Advisor Hybrid Longueuil
🏢 IVADO
📍 Longueuil