What is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team. As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and new client acquisitions.

Your drive to understand the full-suite of insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged.

When you succeed, we succeed. Join us! What will you do? Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs

Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.

Promote a client-first mindset in a digital setting by meeting clients when it is most convenient for them

Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms

Contribute to and be accountable for your team sales success through the achievement of your individual sales goals

Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence

Regularly review individual business results and adjust activities as required to meet established targets

Deliver on our client's vision to be among the world’s most trusted and successful financial institutions What do you need to succeed?

Must Have





Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed

2+ years’ professional sales experience

Ability to develop and maintain strong client relationships

Life/A&S; License (HLLQP/LLQP), or willingness to complete before the start date An existing network of referrals and approved centers of influence

Post-secondary degree or equivalent

Digital literacy using a variety of systems and tools

Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area

Fluency in French Nice To Have Fluent in both French and English

Great communication skills

Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist) What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

The resources and support you need to develop your client portfolio and advance your career goals

3 weeks paid vacation A comprehensive compensation package and incentives that recognize strong performance

Flexible health benefits that allow you to choose the level of coverage that is right for you and your family

Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security

Outstanding training programs and opportunities for career development

Software tools to boost your productivity Our Client is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity. Qualified applicants may be contacted to review their resume in more detail.

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities

📌 Financial Security Advisor, Insurance (Montreal)
🏢 InsuranceWorks.ca
📍 Montreal