- Establish meaningful connections with clients through discovery to better comprehend their life events
- Promote a client-centric approach in a digital environment by meeting clients at times most convenient for them
- Nurture and deepen relationships with existing and prospective clientele using Salesforce and other compliant customer tools/electronic forms
insurance planners - Outaouais - beBeeLifeInsurance
Job title: Financial Security Advisor, Insurance- EN
Description
As a Financial Security Advisor, you will play a pivotal role in providing integrated life insurance planning and advice to clients based on their needs.
Key Responsibilities:
This position requires relevant post-secondary education or equivalent qualification, Life License (HLLQP/LLQP) certification, business development skills and experience working in sales with an entrepreneurial mindset. The ideal candidate possesses an existing network of referrals within the community.