Financial Security Advisor

Posted 2 weeks ago

Apply Now

Resume Score

Check how well your resume matches this job before you apply.

Sign in to check score

About the role

  • Financial Security Advisor developing and maintaining business relationships in life and health insurance. Analyzing client needs and promoting financial security products while ensuring satisfaction and service quality.

Responsibilities

  • 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
  • Promote and sell financial security products and services
  • 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 monitor the industry to identify business development opportunities

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

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

HybridDrummondvilleCanada

Report this job

Found something wrong with the page? Please let us know by submitting a report below.