Bilingual Advisor, Life Insurance
7 days ago
Bilingual Advisor, Life Insurance
Location: Hybrid, Quebec
Empire life is looking to hire a Bilingual Life Insurance Advisor to join our Retail Distribution team The Advisor with Empire Connect promotes client retention and sales by establishing effective relationships with customers, developing financial plans, providing financial advice and recommending and placing products that meet customer Insurance and Investment needs. The incumbent is guided by defined goals and objectives and works under the general supervision of the Sales Manager of the business unit.
Why pursue this opportunity
Our mission - make insurance, investments and benefits simple, fast and easy for our customers. Impactful work - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole. Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers. Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.What you'll be working on
Represent the Empire Life brand to drive sales and ensure retention of existing business in the insurance and investment markets Conduct regular and targeted meetings with customers to gain an in-depth understanding of their unique financial and insurance needs in order to advise on financial planning and to promote the features and benefits of investment and insurance products Achieve defined sales and retention targets within Empire Life blocks; as well as in personal and professional networks Recommend and place life and health insurance, including investment products that provide financial planning solutions that meet customer needs Initiate contact with existing and prospective customers, using a consultative approach, identify their financial needs and evaluate their existing portfolio of products; conduct regular reviews and adjust their financial plan as needed Onboard customers acquired through acquisition of existing blocks of business and review and augment former advisor records to ensure compliance and business practice standards are met Ensure communication with and service provided to customers is effective and professional, create a positive customer experience and promotes retention and sales of business Use digital platforms to place products during meetings with customers Maintain an intimate understanding of Empire Life life and health insurance and investment products for effective consultation with customers Leverage cross-channel sales opportunities by proactively referring business to the appropriate channel Build and maintain a strong knowledge and understanding of current market trends, the competitive landscape and competitor product lines Build and maintain a solid understanding of Empire Life defined sales processes and practices for investments and insurance productsWhat we're looking for you to have
2+ years demonstrated experience in a direct customer service, customer relations and sales environment in the insurance/financial services industry Bilingual in English and French A valid driver's license Experience as a life licensed advisor Life License Qualification Program (LLQP) and AMF (Quebec) and life insurance licensed as defined by regulators in applicable Provinces Experience working in a digital environment Strong relationship building skills Strong influencing and presentation skills Well-developed organization, prioritization and time management skills Excellent written and verbal communication skills Tact, diplomacy and ability to handle confidential information University degree or a College diploma for equivalent experience English is required for communicating with English speaking customers, advisors, or employees across Canada.Beyond the salary
For regular full-time positions, Empire Life offers a comprehensive total rewards package that includes:
Competitive salaries with annual pay increases Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions Competitive uncapped commission, for sales positions A comprehensive employer-funded benefits package that includes life insurance, disability, health and dental and a generous health account Flexible work arrangements and an annual allotment of personal health days. Four weeks annual vacation from hire date A defined contribution pension plan with generous employer matching Top up programs for parental leave and compassionate leave Employer-sponsored wellness and recognition programs A cash employee referral program-
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