Service Representative Investment And Retirement And Individual Products

Beneva Insurance

Multiple Locations, Canada
On-site
Investment and retirement products
Individual insurance products
Client relationship management
Beneva Insurance is seeking a Service Representative for Investment and Retirement and Individual Products to enhance client relationships and support the sales team in delivering exceptional service. The ideal candidate should have a strong background in financial products, excellent communication skills in French and English, and a commitment to customer service

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.
  • Master the laws and regulations related to investment and retirement products, individual insurance products and management systems as well as the documentation that supports them.

Matching Summary

Match Score: 85

Beneva Insurance is seeking a Service Representative for Investment and Retirement and Individual Products to enhance client relationships and support the sales team in delivering exceptional service. The ideal candidate should have a strong background in financial products, excellent communication skills in French and English, and a commitment to customer service.

Skills & Requirements

Must-have

  • investment and retirement products
  • individual insurance products
  • client relationship management
  • market intermediary support

Nice-to-have

  • human-centered service
  • voice of trust for clients
  • impactful career evolution

Key Requirements

  • Minimum of 5 years in financial products
  • Knowledge of individual insurance and investment products
  • AMF license in personal insurance or commitment to obtain it
  • Bachelor's degree in administration or relevant discipline
  • Functional mastery of English

Work Rights

Not specified

Tailored Resume

Cover Letter