Through choice, advice, experience and transparency, you will be responsible for:

Informing your clients

Comparing offers

Selling the best products available

All online (videoconferencing, chat) and over the phone.

JOB DESCRIPTION

Specific Tasks

  • Provide advisory services and answer questions from clients who contact Matcha Insurance by phone, chat, e-mail or in person;
  • Analyze client needs and make recommendations;
  • Provide clients with solutions;
  • Serve clients with openness and impartiality;
  • Carry out, as the case may be, the insurance transactions selected by clients;
  • Provide clients with support and after-sales service;
  • Respect the standards and the codes of ethics and compliance of the company and regulatory authorities;
  • Participate actively in implementing e-marketing campaigns.

Qualifications Required

  • BA (mandatory);
  • Financial security advisor certification in Quebec;
  • Two to five years’ experience in financial services distribution;
  • Financial planner, an asset;
  • Well-honed marketing and entrepreneurial sense;
  • Computer skills;
  • Good knowledge of the Web and social networks;
  • Professionalism;
  • Bilingualism.

Competencies and skills

  • Excellent listener and communicator;
  • Ability to establish a relationship of trust with the client;
  • Ability to analyze and summarize;
  • Excellent communicator;
  • Well organized;
  • Integrity;
  • Autonomous and details-oriented;
  • Dynamic;
  • Results-focused.
  • Provide advisory services and answer questions from clients who contact Matcha Insurance by phone, chat, e-mail or in person;
  • Analyze client needs and make recommendations;
  • Provide clients with solutions;
  • Serve clients with openness and impartiality;
  • Carry out, as the case may be, the insurance transactions selected by clients;
  • Provide clients with support and after-sales service;
  • Respect the standards and the codes of ethics and compliance of the company and regulatory authorities;
  • Participate actively in implementing e-marketing campaigns.
  • BA (mandatory);
  • Financial security advisor certification in Quebec;
  • Two to five years’ experience in financial services distribution;
  • Financial planner, an asset;
  • Well-honed marketing and entrepreneurial sense;
  • Computer skills;
  • Good knowledge of the Web and social networks;
  • Professionalism;
  • Bilingualism.
  • Excellent listener and communicator;
  • Ability to establish a relationship of trust with the client;
  • Ability to analyze and summarize;
  • Excellent communicator;
  • Well organized;
  • Integrity;
  • Autonomous and details-oriented;
  • Dynamic;
  • Results-focused.

The person hired must be able to complete the Canada‑wide insurance distribution permits in less than six months.

The person hired must be able to complete the Canada‑wide insurance distribution permits in less than six months.

COMPENSATION

Base salary with bonuses*.

*Based on performance and customer satisfaction.
Note The masculine is used to represent both genders and serves only to lighten the text.

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