Individual Financial Services Consultant (LLQP)

People Corporation

🌍 100% Remote Full-time

Job Description

Job Description

We are seeking a Individual Financial Services Consultant (IFS) to join our BPA team in Mississauga.

Individual Financial Services Consultant (IFS) will offer guidance to customers regarding various insurance offerings such as life, living benefits, travel insurance, and registered products like RESP, RRSP, and TFSA. Maintain and nurture a designated portfolio of individual insurance plans, overseeing tasks such as continuous evaluation of client needs, handling renewals, addressing inquiries or issues, and ensuring efficient service provision.

The Individual Financial Services Consultant (IFS) will:

  • Provide sales advice to clients on all insurance products, including life insurance, living benefits, travel insurance, and registered products (RESP, RRSP, and TFSA).
  • Manage and retain an assigned block of business in relation to individual insurance plans, including ongoing needs assessmen...