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
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