Data Security Specialist protecting Sun Life’s financial - services data through DLP, CASB and insider - threat programs. Investigating cyber risks and advancing enterprise data protection.
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 title
Job type
Experience level
Salary
Not specified
Degree requirement
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