A subsidiary of Humania Assurance, Lead2action is a multi-channel financial services firm whose mission is to make insurance even more accessible. With an innovative concept that enables us to robotize and automate all of our processes, we can offer you a unique opportunity to work on referred cases.
Do you want to become a key person for our business? Do you have a go-getter attitude? Are you tech savvy? Then we need you.
Serve and advise clients
Financial security advisor
As a specialized consultant, you will have access to a comprehensive range of products from Canada’s leading insurers (brokerage), including life, disability, debt or critical illness insurance.
Through choice, advice, experience and transparency, you will be responsible for:
Informing your clients
Comparing offers
Selling the best products available
All online (videoconferencing, chat) and over the phone.
description de l’emploi
Specific Tasks
- Provide advisory services and answer questions from clients who contact Lead2action by phone, chat, e-mail or in person;
- Analyze client needs and make recommendations;
- Provide clients with solutions;
- Serve clients with openness and impartiality;
- Carry out, as the case may be, the insurance transactions selected by clients;
- Provide clients with support and after-sales service;
- Respect the standards and the codes of ethics and compliance of the company and regulatory authorities;
- Participate actively in implementing e-marketing campaigns.
Qualifications Required
- BA (mandatory);
- Financial security advisor certification in Quebec;
- Two to five years’ experience in financial services distribution;
- Financial planner, an asset;
- Well-honed marketing and entrepreneurial sense;
- Computer skills;
- Good knowledge of the Web and social networks;
- Professionalism;
- Bilingualism.
Competencies and skills
- Excellent listener and communicator;
- Ability to establish a relationship of trust with the client;
- Ability to analyze and summarize;
- Excellent communicator;
- Well organized;
- Integrity;
- Autonomous and details-oriented;
- Dynamic;
- Results-focused.
The person hired must be able to complete the Canada-wide insurance distribution permits in less than six months.
Compensation
Base salary more than $45,000 with bonuses*.
*Based on performance and customer satisfaction.
