Make a difference in the lives of your clients while developing your career
Are you passionate about human relations, advice and support? Do you want to support individuals and families in achieving their goals by offering them tailored solutions in terms of personal insurance, investments and retirement planning?
We are looking for an Insurance and Savings Solutions Specialist to join our client's dynamic and human team and contribute to the growth of their/your clientele. You will evolve in a stimulating and supportive workplace, where your professional 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
Ready for a call with us?
Join a team that values excellence, entrepreneurship and professional development.
Only those selected for an interview will be contacted.
We subscribe to the principle of employment equity.
📌 Associate Director, Balance Sheet Management, Insurance (Montreal)
🏢 National Bank
📍 Montreal
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