Specialist in insurance and savings solutions (training provided) at HLC TALENT — NeverHard
Specialist in insurance and savings solutions (training provided) at HLC TALENT in Montréal, Québec. Skills: Business Development, Client Relationship Management, Financial Planning, Investments, Personal Insurance. Apply on NeverHard.
Company
HLC TALENT
Location
Montréal, Québec
Type
full_time
Required skills:
Business Development
Client Relationship Management
Financial Planning
Investments
Personal Insurance
Retirement Planning
Make a difference in your clients' lives while developing your career
Are you passionate about human relations, consulting, and business development?
You want to help individuals and families achieve their goals by offering tailored solutions in personal insurance, investments, and retirement planning. We are looking for an Insurance and Savings Solutions Specialist to join our client's dynamic team and contribute to the growth of their/your client base. Your Role: As an Insurance and Savings Solutions Specialist, you will act as a trusted advisor to your clients, offering strategies tailored to their needs for protection, wealth accumulation, and financial planning.
Responsibilities: Prospect, develop, and independently grow a new business portfolio through networking and referrals.
Analyze the financial needs and short-, medium-, and long-term objectives of clients. clients
Recommend personalized solutions in life insurance, disability insurance, critical illness insurance, and savings
Support clients in planning their retirement and achieving their financial goals
Ensure rigorous follow-up and provide an exceptional client experience
Maintain up-to-date knowledge of products, financial markets, and regulations.
Desired Profile
Excellent interpersonal skills and a strong customer service orientation
Strong interest in financial services, insurance, and savings
Entrepreneurial spirit and results-oriented approach
Ability to develop and maintain trusting relationships
Autonomy, discipline, and organizational skills
Experience in sales, consulting, or business development (a (asset)
What We Offer
High Earning Potential
Attractive Commissions and Bonuses
Earnings That Grow Based on Your Business Development
Training and Support
Comprehensive Training Program
Personalized Coaching and Mentoring
Support in Obtaining Necessary Licenses and Certifications
Professional Development
Opportunities for Advancement into Management and Leadership Positions
Continuing Education and Professional Development
Skills Development in Sales, Finance, and Customer Relationship Management
Flexibility and Autonomy Flexible hours
High degree of autonomy in managing your practice
Opportunity to build a lasting client base and develop your own business network Tools and resources Access to a full range of insurance and savings solutions
High-performance technological tools
Administrative support and professional guidance Why choose us?
We believe that success is based on talent development, ongoing support, and building lasting relationships with our clients. You will thrive in a stimulating environment where your professional ambitions can be fully realized. Ready to take on the challenge?
Join a team that values excellence, entrepreneurship, and professional development. Apply today and contribute to the financial security and success of your future clients.