Desjardins member/client sales advisor serving Lévis members and clients. Advising on specialized products, selling tailored solutions, and maintaining service quality in a hybrid role.
Responsibilities
Establish an advisory relationship by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products and services and ensure member/client satisfaction
Review client needs and compile and analyze data
Handle requests and follow up as needed
Assist members and clients, listen to their needs and propose personalized solutions
Help identify the unit’s operational risks and opportunities for improvement
Stay on top of the latest standards, products and services in the field
Solicit, develop and maintain business relationships with members and clients
Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs
Promote and sell products and services based on client needs and unit business objectives and strategies
Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Requirements
College diploma in a related field
A minimum of one year of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Action oriented
Communicates effectively
Complexity
Customer Focus
Differences
Nimble learning
Situational adaptability
Tech savvy
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
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