Financial Services Representative

🔥 3 minutes ago

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Canada Life

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

⚕️ Healthcare Insurance

👥 B2C

Finance • Healthcare Insurance • B2C

Canada Life is a leading insurance and financial services provider in Canada with a focus on improving the financial, physical, and mental well-being of Canadians. With over 175 years of experience, Canada Life offers a variety of workplace benefits, life insurance options, and personal finance solutions to over one million customers. The company is dedicated to providing an exceptional customer experience and fostering a supportive and inclusive workplace culture for its employees, making a meaningful impact in their communities.

📋 Description

• Ability to uncover client needs, identify opportunities, and confidently present solutions that align with client goals. • Investigating and resolving client concerns by collaborating with internal partners and conducting research as needed. • Maintaining detailed records of client interactions and ensuring all activities meet compliance and regulatory requirements. • Prepare documentation, complete client applications, process changes and review renewals.

🎯 Requirements

• Valid life insurance license (LLQP) with experience in the financial services industry, focusing on insurance and segregated fund products, financial planning concepts, and the regulatory environment. • Ability to uncover client needs, identify opportunities, and apply sales skills to support client goals and drive results. • Experience working with third-party insurance carriers is considered an asset. • Self-motivated, adaptable, and resourceful in a dynamic environment. • Professional, client-focused approach with strong communication skills (verbal and written). • High attention to detail, accuracy, and thoroughness. • Comfortable navigating multiple systems and managing competing priorities. • A Criminal Record and Credit background check is mandatory as a condition of employment. • Bilingualism (fluent in French, English, both oral and written) is required for Quebec only as the position will regularly serve our clients with French and English-speaking needs.

🏖️ Benefits

• Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement. • Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. • In addition to regular vacation and personal days, we support community involvement with a volunteer day. • Company-matching pension plan, share ownership program and additional investment options. • Employee recognition programs, service milestone celebrations, employee discounts and more! • We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.