Matcha Insurance inc.
Expert Financial Security Advisor Role
Job Description
Embrace a remote opportunity as a Financial Security Advisor at Matcha Insurance, where you’ll provide critical financial guidance to clients through virtual platforms. Specialize in offering tailored solutions for life, disability, and critical illness insurance.
This role emphasizes your ability to inform clients, compare offers, and navigate the complexities of insurance selection. As a financial services professional, you'll engage with clients via phone and video conferencing, delivering support and fostering trust in every interaction.
Key Responsibilities:
• Deliver advisory services through multiple client communication methods
• Assess client needs and suggest appropriate insurance products
• Guide clients through necessary insurance transactions
• Ensure adherence to compliance standards and ethical practices
• Collaborate on e-marketing campaigns to promote offerings
Requirements:
• LLQP certification required (minimum Ontario)
• 1 to 3 years’ e...
This role emphasizes your ability to inform clients, compare offers, and navigate the complexities of insurance selection. As a financial services professional, you'll engage with clients via phone and video conferencing, delivering support and fostering trust in every interaction.
Key Responsibilities:
• Deliver advisory services through multiple client communication methods
• Assess client needs and suggest appropriate insurance products
• Guide clients through necessary insurance transactions
• Ensure adherence to compliance standards and ethical practices
• Collaborate on e-marketing campaigns to promote offerings
Requirements:
• LLQP certification required (minimum Ontario)
• 1 to 3 years’ e...