Life and health insurance advisor at Desjardins selling products and developing client relationships. Focused on analyzing needs and offering personalized financial solutions in a hybrid work setup.
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 and current strategies and practices
Analyze member/client needs and recommend personalized solutions
Advise and assist current and potential members and clients
Represent Desjardins and enter the organization into agreements with clients
Establish and negotiate product and service terms in accordance with standards and procedures
Monitor the industry to identify business development opportunities and stay on top of new products and trends
Requirements
Bachelor's degree in a related field
A minimum of one year of relevant experience
Knowledge of French is required
Certificate of Representative in Personal Insurance – Autorité des marchés financiers
Action oriented
Communicates effectively
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Situational adaptability
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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