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
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