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. Robust 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 new 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 qualified growth in the insurance sector.
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📌 Insurance Agent Full Time Montreal
🏢 National Bank
📍 Montreal