Life and health insurance advisor at Desjardins serving and developing relationships with clients. Selling and promoting insurance products while ensuring client satisfaction and service quality.
Responsibilities
Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
Sell life and health insurance products and services through multiple distribution channels based on member/client needs
Analyze member/client needs and develop personalized solutions
Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
Establish and maintain good relationships with referral sources
Help target and analyze potential member/client files
Act on business opportunities and present information to partners
Requirements
College diploma in a related field
A minimum of two years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Available for travel to service centres of Caisse Desjardins de Drummondville
Must have a valid driver's license and access to a vehicle
Available to work Monday to Friday, including two evenings
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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