Insurance Advisory Specialist – CFMWS (Montreal)

Insurance Advisory Specialist – CFMWS (Montreal)

16 Sep
|
Kibbi Technologies
|
Montreal

16 Sep

Kibbi Technologies

Montreal

Join CFMWS as an Insurance Advisory Specialist in Ottawa and make a difference in the lives of Canadian Armed Forces members. Focus on enhancing client experiences and advisor coaching.

As part of your role, you will collaborate with advisors to create targeted insurance solutions and provide essential training and support. CFMWS is dedicated to delivering high-quality financial services tailored to the unique needs of military families. Your contributions will guide growth, profitability, and overall service excellence.

Key Responsibilities: • Assist in formulating and executing insurance practice plans. • Coach advisors on insurance solutions and financial guidance. • Evaluate client service delivery standards and implement improvements.



• Conduct surveys to measure satisfaction and service awareness. • Collaborate on training strategies for team enhancement.

Requirements: • Essential proficiency in both English and French. • Relevant degree or diploma with life insurance experience. • LLQP and provincial life insurance license required. • Skills in business development and market analysis. • Experience in compliance and advisory services.

Leverage your insurance expertise and passion for financial services to enrich the lives of military families through CFMWS. #J-18808-Ljbffr

📌 Insurance Advisory Specialist – CFMWS (Montreal)
🏢 Kibbi Technologies
📍 Montreal

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