Direct Insurance Sales Technician IV

Join a dynamic team as a Technician IV focused on Direct Individual Insurance Sales. Engage with clients to tailor insurance products that meet their financial goals in a hybrid work setting.
This Technician IV role emphasizes client interaction, analyzing financial situations, and proposing suitable insurance and investment products. With responsibilities including maintaining investor profiles and assisting during employer changes for clients, it’s vital to have a solid background in personal insurance. The position requires fluency in both French and English to communicate effectively.
Key Responsibilities:
• Contact clients to assess their financial needs
• Recommend appropriate insurance and investment products
• Maintain profiles for orphaned client accounts
• Follow up during employer changes for collective insurance
• Analyze financial situations to provide tailored advice
Requirements:
• College diploma in administrative techniques or equivalent
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