Desjardins financial security advisor selling life and health insurance products. Advising clients on personalized life, health, and retirement security 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 and current strategies and practices
Promote and sell financial security products and services
Analyze member/client needs and recommend personalized solutions
Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
Develop and maintain personal business relationships with clients who have complex, diverse needs
Advise and assist current and potential members and clients
Represent Desjardins and enter the organization into agreements with clients
Establish and negotiate product and service terms in accordance with standards and procedures
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
Monitor the industry to identify business development opportunities and stay on top of new products and trends
Requirements
Bachelor's degree in a related field
A minimum of one year of relevant experience
Representative’s certificate in damage insurance (AMF)
Knowledge of French is required
Must have a valid driver's license and access to a vehicle
Available to work Monday to Friday, including two evening per week
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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