Transform client relationships as an Insurance and Savings Solutions Specialist. Leverage your skills to develop tailored financial strategies in a supportive workplace.

Join a dynamic 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.

📌 Insurance and Savings Solutions Specialist (Montreal)
🏢 PSP Investments
📍 Montreal