Job Description
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, and travel and life and health insurance claims settlement. You promote and sell financial security products and services to individual and business clients. You analyze member/client needs and recommend personalized solutions. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You develop and maintain business relationships with important clients w...