Hybrid Financial Security Advisor, Life and Health Insurance

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About the role

  • Financial Security Advisor at Desjardins selling life and health insurance products to clients. Building relationships and developing personalized financial solutions for members and clients.

Responsibilities

  • Help 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
  • Help analyze member/client needs and develop personalized solutions
  • Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
  • Support current and potential members and clients

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Certificate of Representative in Personal Insurance - Autorité des marchés financiers
  • 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 title

Financial Security Advisor, Life and Health Insurance

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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