Embark on a rewarding journey as a Technician IV with a focus on Direct Individual Insurance Sales. This role combines client interaction and financial advising under a flexible hybrid work model.

As a Technician IV, your primary responsibility involves contacting clients to reassess their financial needs and recommending tailored insurance products, including health and disability insurance. By maintaining client records and supporting them through employer changes in collective insurance, you will play a key role in their financial security. Fluency in French and English will facilitate your communication with a diverse client base.

Key Responsibilities:
• Reach out to clients for financial situation assessments
• Recommend appropriate insurance and investment options
• Update investor profiles for orphaned accounts
• Assist with collective insurance during member changes
• Analyze client needs for personalized product advice