Financial Security Advisor, Life and Health Insurance

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About the role

  • Financial security advisor at Desjardins helping clients with life and health insurance. Build and maintain business relationships while providing personalized solutions for financial security.

Responsibilities

  • Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
  • Sell and provide advice on life, health, disability and critical illness insurance products
  • Assess customer satisfaction and service quality, follow up and make improvements as needed
  • 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 so that members and clients can reach their financial goals
  • Help monitor the industry to identify business development opportunities and stay on top of new products and trends

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Representative's certificate in Insurance of persons - Autorité des marchés financiers
  • Knowledge of French is required
  • Action oriented
  • Communicates effectively
  • Customer Focus
  • Differences
  • Interpersonal Savvy
  • Nimble learning
  • Situational adaptability

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

HybridJolietteCanada

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