We are looking for an Insurance and Savings Solutions Specialist to join our client's agile and human team and contribute to the growth of their/your clientele. You will evolve in a stimulating and supportive workplace, where your qualified ambitions can be fully expressed.

Responsibilities
Prospect and autonomously grow a new business portfolio through networking and references
Analyze the financial needs and short, medium and long term objectives of clients
Recommend personalized solutions in life insurance, disability insurance, critical illness insurance and savings
Support clients in planning their retirement and achieving their financial goals
Ensure rigorous monitoring and offer an exceptional customer experience

Profile sought
Excellent interpersonal skills and sense of customer service
Strong interest in financial services, insurance and savings




Entrepreneurial spirit and orientation results
Autonomy, discipline and organizational skills
Experience in sales, consulting or business development (an asset)

What we offer
Comprehensive training and support
Personalized coaching and mentoring
Support in obtaining the necessary permits and certifications
Opportunities for advancement towards management and leadership positions
Tools (creation of your website, marketing support, etc.) and resources
Access to a full range of insurance and savings solutions
Flexibility and autonomy
High compensation potential

Only those selected for an interview will be contacted.

We subscribe to the principle of employment equity.
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📌 Analyst, Derivatives Administration And Settlement Temporary – 12 Months Montreal
🏢 PSP Investments
📍 Montreal