Hybrid Financial Security Advisor, Life and Health Insurance

Posted 2 hours ago

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About the role

  • 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

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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