Advisor, Life and health insurance

Desjardins; Montreal West; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Wellness benefits

Job summary

Desjardins is seeking a life and health insurance advisor in Montreal West to serve, prospect for, solicit, and develop business relationships with members and clients. You will sell life and health insurance across multiple channels, focusing on individual and group insurance, retirement plans, and related services.

The role requires empathy, strong communication, and the ability to promote integrated service offers while aligning with Desjardins’ standards and strategies.

Qualifications

• Requires college diploma and at least two years of relevant experience.
• Knowledge of French is required.
• Advanced proficiency of English due to duties or work tools and interactions with English-speaking partners, members and/or clients.

Responsibilities

• Establish advisory relationship by identifying needs and supporting client retention.
• Advise members and clients on specialized products and solutions and ensure satisfaction.
• Collect, compile and analyze data; prepare reports and recommendations.
• Serve as liaison between the employer and insurer.
• Stay up to date with latest standards, products and services in the field.

Skills

Interpersonal savvy

Action oriented

Communicates effectively

Customer focus

Nimble learning

Situational adaptability

Tech savy

Education

College diploma

Job description

Required

As a life and health insurance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement. You help develop and maintain business relationships with members and clients. You drive results by reviewing special information requests and promoting and selling specialized products based on client needs and your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests concerning health-related absences and follow up as needed
• Collect, compile and analyze data. Prepare reports and recommendations
• Serve as liaison between the employer and insurer
• Stay on top of the latest standards, products and services in your field

Required

As a life and health insurance advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement. You help develop and maintain business relationships with members and clients. You drive results by reviewing special information requests and promoting and selling specialized products based on client needs and your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests concerning health-related absences and follow up as needed
• Collect, compile and analyze data. Prepare reports and recommendations
• Serve as liaison between the employer and insurer
• Stay on top of the latest standards, products and services in your field

What we offer*

• 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
• Benefits apply based on eligibility criteria.

What You Bring To The Table

• College diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

• Action oriented
• Communicates effectively
• Complexity
• Customer Focus
• Differences
• Nimble learning
• Situational adaptability
• Tech savy

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-09-13