Join Matcha Insurance as a remote Financial Security Advisor, guiding clients in selecting the right insurance products. Utilize phone, chat, and video conferencing to deliver expert advice effectively.
In this role, you will analyze client needs and provide tailored solutions using an extensive array of products from Canada’s leading insurers. With a focus on transparency and effective communication, you’ll help clients navigate options in life, disability, debt, or critical illness insurance while ensuring a superior customer experience.
Key Responsibilities:
• Advise clients and answer inquiries through various communication channels
• Conduct analyses to recommend the best insurance solutions
• Facilitate insurance transactions selected by clients
• Maintain high standards of ethics and compliance
• Engage actively in e-marketing initiatives to enhance visibility
Requirements:
• LLQP certification (minimum Ontario)
• 1-3 years of experience in financia...