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Underwriter Jobs in Gatineau, QC
Financial Services Representative - Life Insurance Specialist / Hybrid working model
Royal City Recruitment IncOttawa, Ontario, CanadaCommercial Underwriter
AvivaOttawa (CA)Financial Security Advisor, Insurance
Royal Bank of Canada>GATINEAU, CanadaFinancial Security Advisor, Insurance
0000050824 RBC Life Insurance CompanyGATINEAU, Quebec, CanadaBilingual Multi-Unit Underwriter
CMHCOttawa, ON, CAUnderwriter II
The Toronto-Dominion Bank (Canada)Ottawa, OntarioSenior Life Underwriter
DGAQuebec, CABilingual Multi-Unit Underwriter
CMHC - SCHLOttawaBilingual Intermediate Senior Underwriter
Sun LifeGatineau, QuebecCommercial Insurance Advisor
BrokerLinkOttawa, ON, CAGroup Underwriter
Medavie Blue CrossQuebec, CASenior Underwriter, Commercial Group Solutions
Intact Financial CorporationOttawa, Ontario, CANMortgage Advisor - Barrhaven, Ottawa, ON
ScotiabankOttawa, ON, CAInsurance Advisor Life, Health & Wealth
RBC - Royal BankOttawa, ONFinancial Services Representative - Life Insurance Specialist / Hybrid working model
Royal City Recruitment IncOttawa, Ontario, Canada- Full-time
About our Client :
Our client is seeking a dedicated Financial Services Representative specializing in Life Insurance to join their dynamic team. This is a fantastic opportunity for a passionate advisor who is well-versed in a range of Life Insurance products, including Term Life Insurance, Whole Life Insurance, Universal Life Insurance, and Critical Illness Insurance.
The ideal candidate will possess a thorough understanding of these products and have the ability to provide clients with expert guidance and support. Holding a Mutual Fund designation is considered a valuable asset for this role.
This role has a Salary+Commission compensation structure.
Financial Services Representative
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
What you’re responsible for :
- Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
- Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
- Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
- Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
- Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
To be successful :
mindset to improve operational efficiencies, with a client centric lens.
To join our team :
What to expect :
information.