Beneva
Posted 1y ago

Financial security advisor

Beneva
Quebec or Brossard or Chicoutimi or Gatineau or Laval or Montreal or Rouyn-Noranda
HybridFull Time
Responsibilities
  • Advising clients
  • Planning financial security
  • Developing business
Requirements
  • Passion for customer service
  • Strong communication skills
  • Responsibility
  • Organization
  • Analytical skills, and ability to build relationships
Technical tools mentioned
Financial planning toolsInsurance products

Job description

Official Internal Job Title:

Worker Type:

Regular

Job Description:

Beneva (Conseil Financier Beneva) est présentement à la recherche d’entrepreneurs/intrapreneurs passionnés pour consolider ses plans de croissance dans toutes les régions du Québec!

Votre rôle sera d’accompagner les clients dans la planification de leur sécurité financière.

Vous recherchez :

  • Un environnement dans lequel vous pouvez devenir un entrepreneur à succès

  • Le contrôle sur votre horaire et de vos activités

  • Un travail où votre service-conseil en matière d’assurance de personnes, de placements et de planification de la retraite sera reconnu et apprécié par vos clients et votre communauté

  • Un accès facile aux clients existants de l’entreprise  

  • De l’aide au développement des affaires et à l’identification de clients et marchés cibles

Vos talents et qualifications :

  • Passion pour le service client

  • Fortes aptitudes de communication

  • Sens des responsabilités, de l’organisation et de la planification

  • Esprit d’analyse et de synthèse

  • Capacité de développer et entretenir de bons rapports avec les gens

Nous offrons :

  • Rémunération hautement compétitive, à la hauteur de vos efforts

  • Support financier en début de carrière

  • Formation initiale et formation continue vous permettant de parfaire vos connaissances et vos compétences dans votre entreprise

  • Gamme complète de produits tel que l’assurance-vie, l’assurance invalidité, l’assurance maladie grave, fonds distincts, REER, CELI, FERR, rentes, etc

  • Programme de référencement provenant d’autres secteurs de l’entreprise et accès aux membres des groupes d’affinité avec lesquels nous avons des partenariats

  • Coaching personnalisé, accompagnement sur le terrain et soutien d’un gestionnaire expérimenté vous permettant d’accélérer la croissance de votre entreprise

  • Outils de travail vous permettant d’être complètement efficace pour vos rencontres clients à distance ou en personne

Joignez-vous à nous!

Beneva is an equal opportunity employer, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply.

True to its purpose, Beneva places people at the heart of its actions and contributes to the well-being of the community. It accompanies its clients in all stages of their lives, both for their insurance and for their financial services.

Follow us on Instagram !

@beneva.ca

About Beneva

A mutual providing diverse insurance and financial services.

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