Financial Security Advisor, Life and Health Insurance

Posted 3 weeks ago

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About the role

  • Financial security advisor at Desjardins serving clients and selling life and health insurance products. Developing business relationships and ensuring client satisfaction while working in a hybrid environment.

Responsibilities

  • Help 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
  • Assess customer satisfaction and service quality, follow up and make improvements as needed
  • Establish and maintain strong relationships with referral sources
  • Assist in targeting and analyzing potential member/client files
  • Monitor the industry to identify business development opportunities and stay informed about new products and trends

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Damage insurance representative certificate (AMF)
  • Proficiency in French is required
  • Available to travel to the service centers of the Caisse Desjardins de l’Ouest de la Mauricie and to Trois‑Rivières and surrounding areas
  • Valid driver's license and access to a vehicle
  • Available to work Monday to Friday, including two evenings

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 for health and wellness expenses and telework equipment

Job type

Full Time

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

HybridTrois RivieresCanada

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