Bilingual Advisor, Life Insurance

3 weeks ago

Montreal, Canada Empire Life Full time

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 products


What 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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