Bilingual (Fr/En) Financial Services Representative, Insurance

The Bilingual Financial Services Representative (FSR) – Insurance works directly with clients to identify insurance needs, uncover opportunities and recommend suitable solutions. Through virtual appointments, inbound inquiries and proactive outreach, you will provide needs-based advice, build trusted client relationships and guide clients through the insurance sales process from recommendation to application. 

What you will do:

• Conduct scheduled virtual appointments and proactive outbound insurance conversations. 

• Build rapport and use structured discovery to understand clients’ circumstances, financial priorities and insurance needs, while identifying appropriate sales opportunities. 

• Recommend suitable Canada Life insurance solutions based on identified client needs and within your licensing, product and advice authority, helping clients understand their options and clearly explaining product features, benefits and limitations. 

• Confidently ask for the business and guide clients from recommendation through application and placement. 

• Complete applications and supporting documentation accurately within service standards, recording client conversations, needs, recommendations, disclosures and outcomes. 

• Manage an organized pipeline of prospects, applications and existing-client opportunities with timely follow-up. 

• Collaborate with Insurance Link colleagues, Insurance Specialists and internal partners to provide a seamless client experience, referring needs outside your scope. 

• Build and maintain strong knowledge of Canada Life individual insurance products, underwriting considerations, sales practices, regulatory requirements and internal procedures. 

• Share client feedback and insights to help identify opportunities to improve the Insurance Link client experience and sales approach. 

• Contribute to individual and team client engagement, Canada Life insurance sales, quality and compliance objectives. 

What you will bring:

• A valid Life Licence Qualification Program (LLQP) licence and the ability to maintain required provincial licences. 

• Experience providing individual insurance advice and successfully supporting clients through the sales process. 

• Strong consultative sales and communication skills, with the ability to uncover needs, identify opportunities, clearly present suitable solutions and confidently move client conversations toward a decision. 

• Working knowledge of individual insurance products, including term and permanent life insurance and critical illness insurance; familiarity with disability insurance is an asset. 

• A client-focused approach with the ability to build trust, provide appropriate advice and create a positive sales experience. 

• Experience selling individual insurance within a carrier, brokerage or financial-services environment is an asset. We value the experience and perspective you can bring while building your knowledge of Canada Life’s products and approach to advice. 

• Post-secondary education or an equivalent combination of education and relevant experience. 

• Strong organization, judgment and adaptability to manage client appointments, applications, follow-ups and competing priorities in a fast-paced sales environment. 

• French and English proficiency where the role regularly serves clients in both languages. 

• A Criminal Record and Credit background check is mandatory as a condition of employment.