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Financial Security Advisor

What the financial security advisor role at Protecto involves: responsibilities, AMF certificate requirement, compensation and conditions. Remote, Greater Montreal.

No position is posted right now. This page describes the role as it exists at Protecto, so you know what to expect if you send us a spontaneous application.

The role

The advisor answers client questions about our travel and life and health products, advises them and closes the sale. No cold calling: requests come in by phone, by email and through our online platform.

Our advisors are measured on the quality of their advice, not on call quotas. That is what earns us 4.9 out of 5 across more than 700 Google reviews.

Responsibilities

  • Answer inbound calls, emails and online requests
  • Complete insurance applications and manage client file documents
  • Follow up with existing clients and suggest new products
  • Contact clients about policy renewals

What we look for

  • Excellent written and spoken communication
  • Attention to detail, organization, punctuality
  • Comfortable with everyday software and communication tools
  • Team player

Requirements

  • AMF certificate in life and health insurance or accident and sickness insurance
  • Bilingual in French and English
  • Based in Greater Montreal, for training and periodic team meetings

Conditions

Full time, remote. Guaranteed base salary plus sales bonuses, with annual compensation that can exceed $80,000 in the first year. Computer provided, and a full CRM so you spend your time advising rather than filing.

Applying

We have no position open at the moment, but we read every spontaneous application. Write to us at [email protected] or see our other roles.