Financial security advisor helping clients with life and health insurance products at Desjardins. Driving sales and maintaining clients' business relationships in a telework environment.
Responsibilities
Sell and provide advice on life, health, disability, and critical illness insurance products
Assess satisfaction and quality of service, follow up and implement improvements as needed
Build and maintain strong relationships with referral sources
Target and analyze potential member/client files
Act on business opportunities and present information to partners to help members and clients achieve their financial goals
Monitor the industry to identify development opportunities and stay informed of new products and trends
Requirements
Bachelor's degree in a related field
Minimum of one year of relevant experience
French language proficiency required
Valid driver's license and access to a vehicle
Action-oriented
Effective communication skills
Client-focused
Sensitivity to diversity
Interpersonal skills
Quick learner
Situational adaptability
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides stable, predictable income throughout retirement
Group insurance including telemedicine
Reimbursement for health and wellness expenses as well as telework equipment
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