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
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