Advisor - Cross Sales

1 month ago

Québec, Canada Beneva Full time

Job Posting Title:
Advisor - Cross Sales

Status:
Temporary (Fixed Term)

**Job Description**:
Poste temporaire de 6 mois

Comme conseiller(-ère) en ventes croisées, votre rôle consistera à planifier, participer et réaliser des activités reliées à la croissance des ventes du réseau carrières. La performance des conseillers en sécurité financière des ventes du réseau carrière sera tributaire de son implication.

En tant qu’expert en vente et rôle-conseils de son secteur d’activité, votre rôle consistera à soutenir les conseillers en sécurité financière et l’équipe de direction dans le développement des blocs d’affaires, et ce conformément aux objectifs de ventes des cabinets SSQ distribution et Conseils financiers Beneva, cabinet multidisciplinaire de services financiers qui s’adresse principalement aux employés de l’administration publique québécoise.

Votre rôle consiste à mettre de l’avant la méthodologie de vente utilisée pour permettre aux conseillers d’aller chercher le maximum du potentiel de croissance. Il devra également s’assurer que l’approche mise en pratique favorisera la satisfaction et la fidélisation de notre clientèle.

Vous vous réaliserez dans les fonctions suivantes:
- Assumer un rôle tactique auprès des conseillers en sécurité financière et représentants en accident maladie des réseaux carrières.- Identifier et mettre en place des interventions auprès des conseillers en sécurité financière et représentants en accident maladie pour le développement de leurs recommandations auprès de leurs clientèles, de leurs compétences et savoir-faire dans l’ensemble des lignes de produits d’assurance individuelle, tout en favorisant la croissance des ventes croisées.- Fournir une rétroaction et des pistes de suivi après intervention pour le développement équipe des ventes afin de faire progresser les ventes des conseillers en sécurité financière et représentants en accident maladie. Planifier les activités de ventes et effectuer des sorties conjointes avec les conseillers en sécurité financière et représentants en accident maladie auprès de clients sur une base régulière.- Analyser les recommandations des conseillers pour optimiser les solutions présentées, par des stratégies complexes et axées sur les besoins des clients.- Assurer le suivi des ventes, analyser la performance des actions mises en place et recommander les ajustements requis afin d’atteindre les objectifs stratégiques des réseaux.- Assister les équipes de direction dans le respect des objectifs et offrir un soutien dans la rétention des conseillers.- Analyser les processus d’affaires et élaborer des pistes d’amélioration à des fins d’optimisation.- Participer à des projets, y compris la recherche d’opportunités de formation tierces pour l’équipe de vente, afin de rehausser l’expertise des conseillers plus expérimentés.- Agir en tant que leader du changement au sein de l’équipe et du département. Promouvoir la marque Beneva, les produits et le service de haute qualité.

Vos talents et qualifications:
- Détenir un baccalauréat dans le domaine de l’administration, de la vente ou dans un domaine.- Détenir un permis en assurance de personnes et en épargne collective.- Cumuler un minimum de 7 ans d’expérience pertinente dans le secteur de la vente d’assurance individuelle.- Avoir des connaissances avancées en assurance, en investissement, en stratégies de vente et fiscales.- Avoir de bonnes connaissances des régimes de retraite et des avantages sociaux des employés de la fonction publique.- Démontrer des aptitudes de leadership pour coacher et faire du mentorat.- Être orienté vers l’excellence.- Avoir un permis de conduire valide et une capacité à se déplacer au travers du Québec.- Maîtriser la langue française tant parlée et écrite.
- Nous avons plusieurs succursales à travers le Québec_
- Une carrière dans une entreprise où la collaboration et la diversité des expertises sont mises à l’avant-plan vous intéresse ? Joignez-vous à notre grande équipe composée de plus de 5 000 employés bienveillants_

LI-Hybrid

S2
- Purpose :_
- 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._

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