Make a difference in your clients' lives while developing your career

Are you passionate about human relations, consulting, and business development?

You want to help individuals and families achieve their goals by offering tailored solutions in personal insurance, investments, and retirement planning.

We are looking for an Insurance and Savings Solutions Specialist to join our client's energetic team and contribute to the growth of their/your client base.

Your Role: As an Insurance and Savings Solutions Specialist, you will act as a trusted advisor to your clients, offering strategies tailored to their needs for protection, wealth accumulation, and financial planning.

Responsibilities

Prospect, develop, and independently grow a new business portfolio through networking and referrals.

Analyze the financial needs and short-, medium-, and long-term objectives of clients. clients

- Recommend personalized solutions in life insurance, disability insurance, critical illness insurance, and savings
- Support clients in planning their retirement and achieving their financial goals
- Ensure rigorous follow-up and provide an exceptional client experience
- Maintain up-to-date knowledge of products, financial markets, and regulations.

Desired Profile

- Excellent interpersonal skills and a strong customer service orientation
- Strong interest in financial services, insurance, and savings
- Entrepreneurial spirit and results-oriented approach




- Ability to develop and maintain trusting relationships
- Autonomy, discipline, and organizational skills
- Experience in sales, consulting, or business development (a (asset)

What We Offer

High Earning Potential

- Attractive Commissions and Bonuses
- Earnings That Grow Based on Your Business Development

Training and Support

- Comprehensive Training Program
- Personalized Coaching and Mentoring
- Support in Obtaining Necessary Licenses and Certifications

Professional Development

- Opportunities for Advancement into Management and Leadership Positions
- Continuing Education and Professional Development
- Skills Development in Sales, Finance, and Customer Relationship Management

Flexibility and Autonomy

Flexible hoursHigh degree of autonomy in managing your practiceOpportunity to build a lasting client base and develop your own business networkTools and resourcesAccess to a full range of insurance and savings solutionsHigh-performance technological toolsAdministrative support and professional guidanceWhy choose us?We believe that success is based on talent development, ongoing support, and building lasting relationships with our clients. You will thrive in a stimulating environment where your professional ambitions can be fully realized.Ready to take on the challenge?Join a team that values excellence, entrepreneurship, and professional development.

📌 Specialist in insurance and savings solutions (training provided) (Montreal)
🏢 HLC TALENT
📍 Montreal