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Beneva
Financial security advisorBeneva • Montreal, Quebec
Financial security advisor

Financial security advisor

Beneva • Montreal, Quebec
30+ days ago
Job type
  • Full-time
Job description

Description

:

Beneva (Conseil Financier Beneva) est présentement à la recherche d’entrepreneurs/intrapreneurs passionnés pour consolider ses plans de croissance dans toutes les régions du Québec!

Votre rôle sera d’accompagner les clients dans la planification de leur sécurité financière.

Vous recherchez :

  • Un environnement dans lequel vous pouvez devenir un entrepreneur à succès

  • Le contrôle sur votre horaire et de vos activités

  • Un travail où votre service-conseil en matière d’assurance de personnes, de placements et de planification de la retraite sera reconnu et apprécié par vos clients et votre communauté

  • Un accès facile aux clients existants de l’entreprise

  • De l’aide au développement des affaires et à l’identification de clients et marchés cibles

Vos talents et qualifications :

  • Passion pour le service client

  • Fortes aptitudes de communication

  • Sens des responsabilités, de l’organisation et de la planification

  • Esprit d’analyse et de synthèse

  • Capacité de développer et entretenir de bons rapports avec les gens

Nous offrons :

  • Rémunération hautement compétitive, à la hauteur de vos efforts

  • Support financier en début de carrière

  • Formation initiale et formation continue vous permettant de parfaire vos connaissances et vos compétences dans votre entreprise

  • Gamme complète de produits tel que l’assurance-vie, l’assurance invalidité, l’assurance maladie grave, fonds distincts, REER, CELI, FERR, rentes, etc

  • Programme de référencement provenant d’autres secteurs de l’entreprise et accès aux membres des groupes d’affinité avec lesquels nous avons des partenariats

  • Coaching personnalisé, accompagnement sur le terrain et soutien d’un gestionnaire expérimenté vous permettant d’accélérer la croissance de votre entreprise

  • Outils de travail vous permettant d’être complètement efficace pour vos rencontres clients à distance ou en personne

Joignez-vous à nous!

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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Financial security advisor • Montreal, Quebec

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