Financial Security Advisor

LocationMontreal
Job CategoryProfessional Consulting
SP-ID2665
Position TypeFull Time
Application Deadline December 31, 2021
Experience Required4 years
Job DurationPermanent
Education RequiredBachelors

Financial Security Advisor

Our client is one of the largest banks in the world, based on market capitalization, being one of North America’s leading diversified financial services companies.

What is the opportunity?

Our client is looking for self-motivated, highly driven and entrepreneurial individuals to join their Field Sales team – Insurance.
As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new client acquisitions.
 
Your drive to understand the full-suite of Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs.
 
Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.

What will you do?

• Connect with clients through discovery to understand their life events and offer comprehensive insurance, financial advice that aligns to their current & changing needs
• Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
• Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
• Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
• Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
• Regularly review individual business results and adjust activities as required to meet established targets
• Deliver our client’s vision to be among the world’s most trusted and successful financial institutions

Must have:

• Post-secondary degree or equivalent and be Bilingual (French & English)
• Life/A&S License (HLLQP/LLQP) or the willingness to complete it before start date
• Business development, prospecting, goal-oriented attitude, strong ambition to succeed
• The ability to develop and maintain strong client relationships
• Professional sales experience with an entrepreneurial mindset
• Existing network of referrals in the community
• Digital literacy using a variety of systems and tools

Nice to have
 
• Professional sales experience in the Insurance industry
• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
• The resources and support you need to develop your client portfolio and advance your career goals
• 3 weeks paid vacation
• A comprehensive compensation package and incentives that recognize strong  performance
• Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
• Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
• Outstanding training programs and opportunities for career development

This is a permanent role based in Greater Montreal, working from your home office.  (37.5 hours per week).
 
The compensation for this role is salary plus commission. 
 
If you meet the above criteria and are interested in this opportunity, please email or call me at your earliest convenience.

Audene Walker
Associate
[email protected]
 
MaxSys Staffing & Consulting
Halifax, NS
tel: 902-444-3305   
fax: 902-444-3306
www.maxsys.ca

        
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