KYC and remediation manager overseeing BMO’s Canadian Business Banking customer remediation program. Managing regulatory risk, controls, stakeholder relationships, and change initiatives.
About the role
- Life and health insurance advisor serving Desjardins members and clients. Selling personalized insurance and financial security solutions while developing client relationships.
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
- Other combinations of qualifications and relevant experience may be considered
- Representative's certificate in Insurance of persons - Autorité des marchés financiers
- Knowledge of French is required
- 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
Job title
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