Bilingual Life Insurance Advisor (Financial Services)
Job details
People Exchange Inc, is supporting SISIP Financial in the recruitment effort for a Bilingual Life Insurance Advisor - Financial Services. SISIP Financial has been serving the military community for over 50 years. Canadian Armed Forces (CAF) community members trust SISIP Financial for expert advice and solutions across investing, insurance, financial planning and sustainable financial wellness. For more information visit sisip.comThe Bilingual Life Insurance Advisor will work on site at a dedicated branch location. Hours of operation are 8:00 am to 4:00 pm, Monday to Friday.Responsibilities:Execute an ongoing business/client acquisition strategy and retention activities to ensure consistent growth in a personal book of business.Complete Insurance Needs Analysis and recommendation to enroll members in an insurance solution aligned with their needs.Develop a territory business plan, establish strategies, activities and goals that address client growth and retention, business and partner (COI) development in collaboration with management within the assigned territories.Conduct presentations, deepen partner relationships and develop and retain client relationships. .Leverage Customer Relations Management (CRM) software in the day-to-day management of client relationships and business development activities.Leverage Know Your Customer (KYC) & Know Your Product (KYP), industry best practices and financial planning tools to conduct analysis, educate and present solutions.Perform client education by providing information concerning insurance plans, benefits and other policy features.Comply with regulatory, fiduciary, legal, security, confidentiality and ethical requirements for the protection of our members and clients.Qualifications:Bilingual - English/French requiredBachelor's degree or College diploma in Business Administration, Commerce, Economics, or equivalent experience within the financial services industry.Life License Qualification Program (LLQP) and life insurance license (Province), or Representatives Certificate for Insurance of Persons and Group Insurance of Persons (specific to Province of Quebec) requiredGroup Benefits Associate (GBA) or Certified Health Insurance Specialist (CHS), an assetChartered Life Underwriter (CLU), an asset
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