09 Nov
|
VSF Partners
|
Montreal
09 Nov
VSF Partners
Montreal
VSF Partners is a growing financial advising firm working with families and entrepreneurs on insurance, investments, tax, retirement, and estate strategies. We are seeking an insurance advisor who values doing it right: it's not about how many clients you can serve, but about serving each client well. Quarterly bonus structure based on team targets You're LLQP licensed and you know the work: needs analysis, underwriting, policy delivery, ongoing service.
You enjoy working in a small office with like-minded, dedicated people. Cold outreach, networking rooms, chasing referrals. Take insurance cases from recommendation through underwriting to policy delivery, working with our existing client relationships.
Help us sharpen our internal processes, tools, and client communications as we grow. One of our team members is going on maternity leave,
and for roughly a year you'll carry much of her workload. You'll touch every stage of the client journey, with advisors and insurers from week one.
To be clear about what comes next: this is a permanent, full-time position, not a contract. When she returns, you stay, moving fully into your long-term role as an insurance advisor with a client base already in front of you. LLQP licensed Experience in insurance, investments, banking, or financial services.
Fluent in English and French Comfortable in Outlook and Excel, and unbothered by learning new systems A full pipeline of existing clients from your first month, so your results here don't depend on prospecting A team-oriented office where the work is the point
📌 Associate Insurance Advisor (Montreal)
🏢 VSF Partners
📍 Montreal