Advisor, Member/client sales and service

Desjardins; Lévis; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance incl. telemedicine

Telework equipment reimbursement

Job summary

Desjardins is seeking a member/client service advisor – sales to help solicit and develop business relationships with members and clients in Canada. You will provide customer service and help sell specialized products through multiple channels, based on client needs and our unit’s objectives.

You will review needs, analyze data, and propose personalized solutions while maintaining high service standards. A pension plan, telemedicine coverage, and telework equipment reimbursement are among the

Qualifications

• College diploma in a related field.
• A minimum of two years of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Knowledge of French is required.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Review client needs and compile and analyze data; handle requests and follow up as needed.
• Assist members and clients, listen to their needs and propose personalized solutions.
• Help identify your unit’s operational risks and opportunities for improvement.
• Stay on top of the latest standards, products and services in your field.

Skills

Interpersonal savvy

Action oriented

Customer focus

Drive results

Nimble learning

Education

College diploma in a related field

Job description

Required

As a member/client service advisor – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing information requests for specialized products and services and promoting and selling them 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. 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 and services and ensure member/client satisfaction
• Review client needs and compile and analyze data. Handle requests and follow up as needed
• Assist members and clients, listen to their needs and propose personalized solutions
• Help identify your unit’s operational risks and opportunities for improvement
• 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

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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)