Serve established clients as an Insurance Advisor using needs analysis and careful policy delivery. Work full-time with VSF Partners alongside experienced advisors.

VSF Partners supports families and entrepreneurs with insurance, investments, tax, retirement, and estate strategies. As an insurance advisor, you will manage cases through underwriting, policy delivery, and ongoing service. The role suits an LLQP-licensed qualified who values thorough files and attentive client conversations.

Key Responsibilities:

- Take insurance cases from recommendation through policy delivery
- Prepare for and participate in client meetings
- Own client meeting follow-through and ongoing service
- Support case preparation and financial strategy
- Improve internal processes, tools, and client communications

Requirements:

- LLQP license
- Insurance, investments, banking, or financial services experience
- Fluency in English and French
- Comfort with Outlook, Excel, and new systems
- Organized approach managing several live files

Apply your LLQP knowledge, underwriting experience, and client service strengths as an Insurance Advisor with VSF Partners.

📌 Insurance Advisor Client Service (Montreal)
🏢 VSF Partners
📍 Montreal