Hybrid Financial Security Advisor, Life and Health Insurance

Posted last month

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About the role

  • 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

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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