Financial Security Specialist
1 week ago
Job Summary:
Matcha Assurance, a dynamic multi-channel financial services firm, is seeking a talented Financial Security Specialist to join our team. As a Financial Security Specialist, you will be an integral part of our team with access to a comprehensive range of products from leading insurers in Canada.
Key Responsibilities:
- Conduct thorough needs analysis and offer recommendations to clients.
- Adhere to company standards, codes of ethics, and regulatory compliance.
- Provide consultation services to clients through video conferences and chats.
- Develop and maintain strong relationships with clients to understand their financial security needs.
- Stay up-to-date with industry trends and developments to provide expert advice to clients.
Requirements:
- Financial Security Advisor certification in Ontario (LLQP).
- Prior experience in financial services distribution is an asset.
- Ability to sell effectively and provide excellent customer service.
- Bilingualism is considered an asset.
- Availability for varying shifts within office operating hours (9 am EST to 9 pm EST).
- Familiarity with SalesForce, Compulife, WinQuote, and Adobe is considered an asset.
What We Offer:
- A competitive base salary of $35,000 plus commission.
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
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