Hybrid Financial Security Advisor, Life and Health Insurance

Posted last month

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About the role

  • Financial security advisor at Desjardins serving clients and selling life and health insurance products. Developing business relationships and ensuring client satisfaction while working in a hybrid environment.

Responsibilities

  • Help serve, prospect for, solicit, develop and maintain business relationships with members and clients
  • Sell life and health insurance products and services through multiple distribution channels
  • Assess customer satisfaction and service quality, follow up and make improvements as needed
  • Establish and maintain strong relationships with referral sources
  • Assist in targeting and analyzing potential member/client files
  • Monitor the industry to identify business development opportunities and stay informed about new products and trends

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Damage insurance representative certificate (AMF)
  • Proficiency in French is required
  • Available to travel to the service centers of the Caisse Desjardins de l’Ouest de la Mauricie and to Trois‑Rivières and surrounding areas
  • Valid driver's license and access to a vehicle
  • Available to work Monday to Friday, including two evenings

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 for 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

No Education Requirement

Location requirements

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