Elevate your career as an Insurance and Savings Solutions Specialist, focusing on personalized financial solutions for clients. Support individuals and families in achieving their goals through tailored investment and retirement planning.
This full-time role offers a supportive environment where you can develop your portfolio and hone your interpersonal skills. You'll analyze client financial needs and recommend solutions in life, disability, and critical illness insurance. Strong sales, consulting, or business development experience is a plus, along with an entrepreneurial mindset to thrive in a results-oriented atmosphere.
Key Responsibilities:
• Prospect and develop a current business portfolio
• Analyze clients' financial goals and objectives




• Recommend tailored life and disability insurance solutions
• Facilitate retirement planning and goal achievement
• Monitor progress and ensure exceptional customer experience
Requirements:
• Strong interpersonal and customer service skills
• Interest in the financial services industry
• Results-oriented and entrepreneurial spirit
• Organizational skills and autonomy
• Sales or consulting experience preferred
Join a vibrant team focused on client relations and professional growth in the insurance sector.
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📌 Insurance and Savings Solutions Specialist (Montreal)
🏢 National Bank
📍 Montreal