Financial security advisor at Desjardins developing client relationships and selling life and health insurance products. Focusing on customer satisfaction and personalized financial 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
Assess customer satisfaction and service quality, follow up and make improvements as needed
Establish and maintain good relationships with referral sources
Present information to partners to help members and clients achieve financial goals
Requirements
College diploma in a related field
A minimum of two years of relevant experience
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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