Security Advisor developing and overseeing security measures aligned with corporate goals at Desjardins Group. Diagnosing risks and advising on security policies and solutions.
About the role
- Financial security advisor developing and maintaining business relationships for insurance products. Selling life and health insurance services through multiple distribution channels and ensuring client satisfaction.
Responsibilities
- Serve, prospect for, solicit, develop and maintain business relationships with members and clients
- Sell life and health insurance products and services through multiple distribution channels
- Focus areas include individual insurance, group insurance, retirement savings plans, insurance brokerage, segregated funds, travel insurance, and life and health insurance claims settlement
- 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
- Support current and prospective members and clients
- Represent the organization and negotiate agreements with clients
Requirements
- College diploma in a related field
- Minimum of two years of relevant experience
- Required permits, certifications, or attestations — note: do not confuse an academic certificate/diploma with a professional certification
- Representative’s Certificate in Insurance of Persons — Autorité des marchés financiers (AMF)
- Proficiency in French is required
Benefits
- Competitive salary with annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income throughout retirement
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
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