Service Representative Investment And Retirement And Individual Products

Beneva

Multiple Locations
On-site
Investment and retirement products
Individual insurance products
Client relationship management
Beneva is seeking a Service Representative for Investment and Retirement and Individual Products to enhance client relationships and provide expert support on financial products. The role requires strong knowledge of financial regulations, excellent communication skills in both French and English, and a minimum of five years of experience in financial products

Job Summary

  • Your role will consist of accomplishing tasks related to business development and maintaining a privileged relationship with Beneva's assigned clientele.
  • In this key role, you will be the first point of contact for our clients, offering them human service and advice on our individual insurance products and financial services.
  • Analyze complex files submitted by directors, representatives, internal partners, agencies, or advisors and intervene with the departments involved and propose solutions.

Matching Summary

Match Score: 85

Beneva is seeking a Service Representative for Investment and Retirement and Individual Products to enhance client relationships and provide expert support on financial products. The role requires strong knowledge of financial regulations, excellent communication skills in both French and English, and a minimum of five years of experience in financial products.

Skills & Requirements

Must-have

  • Investment and retirement products
  • Individual insurance products
  • Client relationship management
  • Market intermediary support

Nice-to-have

  • Human-centered service
  • Problem-solving skills
  • Business development support

Key Requirements

  • Baccalaureate in administration or relevant discipline
  • Minimum 5 years in financial products
  • Knowledge of individual insurance and investment products
  • AMF license in personal insurance or commitment to obtain it
  • Proficiency in French and functional proficiency in English

Work Rights

Not specified

Tailored Resume

Cover Letter