Found Description
Elevate customer financial security with Beneva as a Technician IV in Longueuil, Quebec. Utilize your expertise in life and investment insurance to provide tailored financial solutions.
Join Beneva's team as a Technician IV in Direct Individual Insurance Sales. This full-time position focuses on helping clients assess their financial needs while presenting customized insurance products including life, disability, and investment options. Your strong communication and service-oriented skills will enhance client trust and support long-term relationships.
Key Responsibilities:
• Contact clients for financial updates and product recommendations
• Respond to customer inquiries about insurance solutions
• Update investor profiles for orphan clients
• Analyze client situations to offer tailored insurance advice
• Support follow-up on collective insurance rights during employer changes
Requirements:
• College diploma in administrative techniques or equivalent
• Lic...
Join Beneva's team as a Technician IV in Direct Individual Insurance Sales. This full-time position focuses on helping clients assess their financial needs while presenting customized insurance products including life, disability, and investment options. Your strong communication and service-oriented skills will enhance client trust and support long-term relationships.
Key Responsibilities:
• Contact clients for financial updates and product recommendations
• Respond to customer inquiries about insurance solutions
• Update investor profiles for orphan clients
• Analyze client situations to offer tailored insurance advice
• Support follow-up on collective insurance rights during employer changes
Requirements:
• College diploma in administrative techniques or equivalent
• Lic...
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