Financial Security Technician B
Beneva
full-time
Posted on:
Location Type: Hybrid
Location: Longueuil • Canada
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About the role
- Follow up on Investment and Retirement client requests
- Support advisors and sales partners
- Perform various calculations and compilations related to quote requests
- Communicate with external advisors
- Carry out general administrative tasks
- Process various transactions in designated computer systems
- Greet visitors and respond to information requests
Requirements
- College diploma
- A life/personal insurance license is an asset
- Strong verbal communication skills
- Fluency in spoken and written French
- Advanced proficiency in spoken and written English
Benefits
- Financial security program
- Defined benefit pension plan
- Group insurance for you and your family
- Flexible schedule
- Paid time off
- Telemedicine service
- Employee Assistance Program (EAP)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
strong verbal communication skillsfluency in spoken and written Frenchadvanced proficiency in spoken and written English
Certifications
life insurance licensepersonal insurance license