Bilingual Life Insurance Consultant

4 weeks ago

Montreal, Quebec, Canada SP Data Digital Full time

SP Data Digital is seeking a Bilingual Life Insurance Consultant to enhance our Retail Distribution division. The Consultant will focus on client retention and sales by fostering strong relationships with clients, crafting financial strategies, offering financial guidance, and recommending suitable products that align with customer insurance and investment requirements.

Why consider this opportunity

  1. Our mission - to simplify insurance, investments, and benefits for our clients.
  2. Meaningful work - engage in projects that positively influence our clients, our organization, and the broader community.
  3. Commitment to excellence - deliver personalized, precise, professional, and courteous service to our clients.
  4. Diversity and inclusion - we are dedicated to fostering a diverse and inclusive workplace and encourage candidates who share this commitment.

Your responsibilities will include

  • Representing the SP Data Digital brand to drive sales and ensure the retention of existing business in the insurance and investment sectors.
  • Conducting regular meetings with clients to thoroughly understand their unique financial and insurance needs, advising on financial planning, and promoting the benefits of our investment and insurance products.
  • Meeting established sales and retention targets within SP Data Digital's portfolio, as well as in personal and professional networks.
  • Recommending and placing life and health insurance products, including investment solutions that address client needs.
  • Initiating contact with current and prospective clients, using a consultative approach to identify their financial needs and evaluate their existing product portfolio; conducting regular reviews and adjusting their financial plans as necessary.
  • Onboarding clients acquired through business block acquisitions and reviewing previous advisor records to ensure compliance and adherence to business standards.
  • Ensuring effective communication and professional service to clients, creating a positive customer experience that promotes retention and sales.
  • Utilizing digital platforms to facilitate product placements during client meetings.
  • Maintaining a comprehensive understanding of SP Data Digital's life and health insurance and investment products for effective client consultations.
  • Leveraging cross-channel sales opportunities by proactively referring business to the appropriate channels.
  • Staying informed about current market trends, competitive landscape, and competitor product offerings.
  • Building and maintaining a solid understanding of SP Data Digital's defined sales processes and practices for insurance and investment products.

We are looking for candidates who possess

  • Bilingual proficiency in English and French.
  • 0-5 years of demonstrated experience in direct customer service, client relations, and sales within the insurance or financial services sector.
  • A valid driver's license.
  • Life License Qualification Program (LLQP) and AMF (Quebec) certification, along with life insurance licensing as mandated by applicable provincial regulators.
  • Experience in a digital work environment.
  • Strong relationship-building and influencing skills.
  • Well-developed organizational, prioritization, and time management abilities.
  • Excellent written and verbal communication skills.
  • Discretion, diplomacy, and the ability to handle confidential information.
  • A university degree or a college diploma in a relevant field.
  • For positions open to applicants across Canada, proficiency in English is required for communication with clients, advisors, or employees nationwide.

Beyond the salary

For regular full-time positions, SP Data Digital offers a comprehensive total rewards package that includes:

  • Competitive salaries with annual pay increases, base pay of $43,800 + bonus opportunity (no cap, average of $75,000 annually).
  • Annual bonus program recognizing both strong company performance and individual contributions.
  • Competitive uncapped commission for sales roles.
  • A comprehensive employer-funded benefits package including life insurance, disability, health, dental, and a generous health account.
  • Flexible work arrangements and an annual allotment of personal health days.
  • Four weeks of annual vacation from the 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.

SP Data Digital is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment, welcoming all candidates to participate in our application process. We encourage individuals from all backgrounds and experiences to apply, even if they do not meet every unique qualification outlined. All applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

We welcome applications from individuals with disabilities and provide accommodations upon request for candidates participating in all aspects of the screening and selection process.

Notice Regarding the Use of Artificial Intelligence in the Application Process

We are committed to maintaining a fair, transparent, and compliant hiring process. Please be advised that our company utilizes artificial intelligence (AI) technology to assist in the initial screening and scoring of applications. The AI system is designed to objectively evaluate qualifications, skills, and experience based on the information provided in your resume and cover letter.

Our use of AI complies with all applicable federal and provincial laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial privacy legislation. The AI system does not make final hiring decisions; it is one of many tools used to support our human resources team in identifying the best candidates for the role.

By submitting your application, you consent to the use of AI for evaluating your candidacy and, in some instances, using assessment results to train the AI. We are committed to ensuring that this technology is used ethically, non-discriminatorily, and respectfully of your privacy.

If you have any questions or concerns about our use of AI in the hiring process, please feel free to reach out.

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