Financial Security Advisor, Life and Health Insurance

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About the role

  • Financial security advisor at Desjardins developing client relationships and selling life and health insurance products. Focusing on customer satisfaction and personalized financial solutions.

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 based on member/client needs
  • Assess customer satisfaction and service quality, follow up and make improvements as needed
  • Establish and maintain good relationships with referral sources
  • Present information to partners to help members and clients achieve financial goals

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required

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

HybridSaint RaymondCanada

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