Bilingual Licensed Insurance Advisor

Foresters Financial; Quebec; On-site; CAD 40,000 - 65,000; Full time

Job summary

Foresters Financial is seeking a Bilingual Licensed Insurance Advisor in Quebec to sell life and critical illness insurance, assess client needs, and submit applications with a strong compliance mindset.

Requirements include provincial licenses (Quebec) and proven sales experience; bilingual English/French communication is essential, with the ability to work independently or in a team. A post-secondary education is required, with potential discretionary incentives beyond base pay.

Qualifications

• Provincial Life and Accident & Sickness licenses; Quebec licensing mandatory; out-of-province licenses must be obtained within 6 months.
• Prior call center experience preferred.
• Proven sales background.
• Fully bilingual in English and French (verbal and written).
• Ability to work independently and within a team.
• Post-secondary education or equivalent.

Responsibilities

• Provide advice and needs analysis, and complete sales applications
• Accurately record prospect feedback in an online system
• Meet sales targets and quality measures on a monthly, quarterly and annual basis
• Regularly communicate with prospects and clients through verbal and written channels
• Support marketing and sponsor campaigns
• Sell and service life insurance products sold by Canada Protection Plan
• Keep life insurance licensing in good standing
• Other duties as required

Skills

Sales background

Bilingual EN/FR

Independence & teamwork

Adaptability to scripts/regulations

Education

Post-secondary education

Job description

Career Opportunity

Role Title

Bilingual Licensed Insurance Advisor

Purpose of role

The Licensed Insurance Advisor is responsible for selling life and critical illness insurance to consumers. Identifying client needs, providing information, answering inquiries, submitting applications, while maintaining a high level of compliance.

Job Description

• Provide advice and needs analysis, and complete sales applications
• Accurately record prospect feedback in an online system
• Meet sales targets and quality measures on a monthly, quarterly and annual basis
• Regularly communicate with prospects and clients through both verbal and written modes of communication
• Support various marketing and/or sponsor campaigns
• Sell and service life insurance products sold by Canada Protection Plan
• Continue to keep life insurance licensing in good standing
• Other duties as required

Key Qualifications

• Provincial Life and Accident & Sickness licenses; Quebec licensing mandatory, licensing outside of Quebec must be obtained within 6 months of hire
• Prior experience working in a call center is preferred
• Proven sales background
• Able and willing to follow scripts and regulations
• Fully bilingual in English and French in both verbal and written communication
• Ability to work independently and within a team
• Post-secondary school graduate or equivalent

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

Equal Opportunity Employment and Inclusion –

at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [e-mail] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.