Financial Security Advisor, Life and Health Insurance

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About the role

  • Financial security advisor developing business relationships and selling life and health insurance products. Analyzing client needs and ensuring satisfaction in line with organizational standards.

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.
  • Analyze member/client needs and develop personalized solutions.
  • Ensure member/client satisfaction and service quality.
  • Represent the organization and help negotiate agreements with clients.

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Representative’s certificate in damage insurance (AMF)
  • Knowledge of French is required
  • Available for travel to the Caisse Desjardins de Rivière-du-Loup service centers
  • Must have a valid driver's license and access to a vehicle
  • Available to work Monday to Friday, including two evenings per week

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

HybridRiviere du LoupCanada

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