Financial security advisor

Company:  Cabinet d'assurance Banque Nationale
Location: Montréal
Closing Date: 28-10-2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
You have talent, we have the customers.A career as a financial security advisor at National Bank Insurance Firm means being a partner with one of the largest financial services firms in Quebec.You have the freedom to continue serving your customers by working as a freelancer in an organization with a well-established reputation.Thanks to the synergy with our high-performance network of different expertise, you can offer a full range of tailor-made insurance solutions and assistance to a variety of clients from colleagues in personal and business services, or to groups and associations.Opportunities are available in the regions of Montreal, Laval and Lanaudière.Your job:To be a trusted reference for our clients' individual insurance protection needsProvide comprehensive protection advice that meets their current and evolving needsFollow the needs of your customers by adapting and optimizing their financial situationActively participate in various networking and synergy activities with the branch networkSupport the company's vision of putting people first in all interactions by working in collaboration with several partners in the branch networkEnsure compliance and risk management complianceFor more than 25 years, National Bank Insurance Firm has ranked among the largest multidisciplinary insurance firms in Canada. We have built a proven business model made up of 85 experts at the service of our customers, an administrative support team and industry-leading technological tools.Your benefitsAccess to a unique partnership with National BankBusiness opportunities with targeted clienteles based on different marketsBusiness relationships with all of Canada's largest insurersSpecialized support for the administrative management of your files Innovative technological tools, adapted to the new reality of remote work and facilitating the management of files, thanks to bridges with insurersAccess to a dedicated administrative support teamSupport from a team of tax and financial planning professionals.Compensation made up of some of the most competitive commissions and bonusesRequired skillsHold a current financial security advisor licenceExperience in the insurance industryBe comfortable working with compliance and risk management rulesPreferred skillsInterest in technology and ability to adapt to different situationsCaring, inclusive, respectful behaviourDesire to establish and maintain a positive customer relationship over the long termGoal-oriented and entrepreneurial attitude
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Cabinet d'assurance Banque Nationale
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