Transform client relationships as an Insurance and Savings Solutions Specialist. Leverage your skills to develop tailored financial strategies in a supportive environment.
Join a agile team dedicated to assisting clients with their insurance and savings goals. You'll cultivate a new business portfolio through networking, analyzing financial needs, and recommending customized life, disability, and critical illness insurance solutions. Your role directly impacts clients’ retirement planning and financial success.
Key Responsibilities:
• Prospect and grow a business portfolio autonomously
• Analyze client financial needs and objectives
• Recommend personalized insurance and savings solutions
• Support clients in retirement planning
• Ensure exceptional monitoring and customer experience
Requirements:
• Strong customer service and interpersonal skills
• Interest in financial services and insurance
• Entrepreneurial spirit with a results-driven mindset
• Autonomy and organizational skills required
• Sales or consulting experience is an asset
Bring your expertise in building client relationships and delivering tailored solutions to make a meaningful impact.
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📌 Insurance and Savings Solutions Specialist (Montreal)
🏢 PSP Investments
📍 Montreal