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
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