Estate Insurance Associate, Nesbitt Burns

Bmogamretailbriefcase

Montreal, QC, Canada
Base: $50,000.00 - $60,000.00; bonus: monthly disc...
Bilingual french and english fluency
Life insurance licence or willingness to obtain
Knowledge of life insurance and investment products
The role provides administrative tasks and service initiatives in support of Estate and Insurance Advisors to drive insurance sales growth

Job Summary

  • The role provides administrative tasks and service initiatives in support of Estate and Insurance Advisors to drive insurance sales growth.
  • Candidates must be bilingual in French and English to effectively serve clients and team members inside and outside Quebec.
  • The position offers a base salary between $50,000.00 and $60,000.00 with eligibility for monthly discretionary bonuses.

Matching Summary

The role provides administrative tasks and service initiatives in support of Estate and Insurance Advisors to drive insurance sales growth.

Salary

Base: $50,000.00 - $60,000.00; Bonus: Monthly discretionary bonus eligible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Bilingual French and English fluency
  • Life Insurance Licence or willingness to obtain
  • Knowledge of Life Insurance and Investment Products
  • Strong administrative process knowledge
  • Compliance rules understanding

Nice-to-have

  • Exceptional customer service skills
  • Collaboration with internal stakeholders
  • Tailored messaging development
  • Analytical problem solving abilities
  • Trust-building client relationships

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Life Insurance Licence within 12 months
  • Basic specialized knowledge of insurance principles

Work Rights

Not specified

Tailored Resume

Cover Letter