Step into the role of Direct Insurance Sales Technician IV at Beneva, where you will offer personalized financial solutions to clients. This hybrid position enables you to leverage your skills and make a real difference.

As part of Beneva, you'll guide clients through their financial journeys by recommending tailored insurance and investment products. Building trust and understanding client needs is crucial, making solid customer service and communication essential to excel in this role. This position combines autonomy with a commitment to client success.

Key Responsibilities:
• Engage with clients to understand their financial status
• Handle client calls, suggesting insurance and investment options
• Enhance customer loyalty and keep investor profiles updated




• Ensure proper follow-up on client transformation rights
• Analyze and determine appropriate financial solutions for clients

Requirements:
• College diploma in administrative techniques or equivalent
• Valid life and savings insurance license from AMF
• Six months of relevant sales or financial service experience
• Fluency in both French and advanced English proficiency
• Successful completion of an English assessment required

Join Beneva to enrich client relationships and drive financial security.
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📌 Direct Insurance Sales Technician IV Beneva (Quebec City)
🏢 IVADO
📍 Quebec City