Vacancy Description
Empower clients in achieving financial goals with Experior Financial Group as a Life Insurance and Investment Advisor. Enjoy a flexible hybrid work schedule while providing custom solutions in insurance and wealth management.
In this role, you will develop strong client relationships, providing personalized advice on insurance and investments. You'll have the opportunity to educate clients about critical illness and travel insurance, while adhering to regulatory standards. Your ability to prospect and build networks is key to your success.
Key Responsibilities:
• Build and maintain a strong client base through referrals
• Provide personalized insurance and investment solutions
• Meet with clients virtually or at convenient locations
• Adhere to KYC principles and regulatory compliance
• Engage in business development and networking activities
Requirements:
• Legally authorized to work in Canada
• Life Insurance License (LLQP) or commitment to obtain it
...
In this role, you will develop strong client relationships, providing personalized advice on insurance and investments. You'll have the opportunity to educate clients about critical illness and travel insurance, while adhering to regulatory standards. Your ability to prospect and build networks is key to your success.
Key Responsibilities:
• Build and maintain a strong client base through referrals
• Provide personalized insurance and investment solutions
• Meet with clients virtually or at convenient locations
• Adhere to KYC principles and regulatory compliance
• Engage in business development and networking activities
Requirements:
• Legally authorized to work in Canada
• Life Insurance License (LLQP) or commitment to obtain it
...
Ready to Apply?
अभी आवेदन करें
Submit your application for Life Insurance and Investment Advisor - Experior Group at Experior Financial Group Inc. - Montréal
Apply for this Position