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Beneva Inc.

Financial security advisor

Posted One Month Ago
Be an Early Applicant
In-Office or Remote
4 Locations
Mid level
In-Office or Remote
4 Locations
Mid level
Accompany clients in financial security planning by recommending insurance, investment, and retirement solutions. Develop client relationships, support business development, and provide ongoing advisory and coaching while leveraging company resources and training.
The summary above was generated by AI

Official Internal Job Title:

Worker Type:

Regular

Job Description:

Beneva (Conseil Financier Beneva) est présentement à la recherche d’entrepreneurs/intrapreneurs passionnés afin de soutenir ses ambitions de croissance dans l’ensemble des régions du Québec.

En tant que conseiller(-ère) en sécurité financière, vous accompagnerez les clients dans la planification et l’optimisation de leur sécurité financière. Vous jouerez un rôle clé en leur proposant des solutions adaptées en matière d’assurance de personnes, de placements et de planification de la retraite.

Ce que vous recherchez :

  • Un environnement dans lequel vous pouvez devenir un entrepreneur à succès
  • Le contrôle sur de 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 des marchés cibles

 

Vos talents et qualifications :

  • Avoir un minimum de 4 ans d’expérience sur le marché du travail au Québec
  • Détenir minimalement un AEC ou un DEC dans un domaine pertinent
  • Maitrise avancée de la langue française, tant à l’oral qu’à l’écrit
  • Capacité d’analyse et de synthèse
  • Avoir de l’entregent et un désir d’aider les gens
  • Sens des responsabilités, de l’organisation et de la planification
  • Capacité de développer et entretenir de bons rapports avec les gens

 

Ce que nous offrons :

  • Un environnement de travail hybride
  • Une rémunération hautement compétitive et à la hauteur de vos efforts
  • Un support financier en début de carrière
  • Une formation initiale et continue vous permettant de parfaire vos connaissances ainsi que vos compétences
  • Un programme de référencement et un accès aux membres des groupes d’affinité avec lesquels nous avons des partenariats
  • Un coaching personnalisé et accompagnement sur le terrain

Beneva is an equal opportunity employer, so we encourage all Women, persons with disabilities, Indigenous people as well as visible and ethnic minorities to apply.

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.

Follow us on Instagram !@beneva.ca

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