Conseiller ou conseillère, Sécurité financière

Desjardins; Sherbrooke; On-site; CAD 50,000 - 70,000; Full time

Job summary

Desjardins is expanding its team of life and health insurance professionals, offering competitive salaries and flexible vacation. The role requires selling insurance products, ensuring client satisfaction, and maintaining solid relationships. Join a supportive environment with comprehensive training to start your career in finance.

Benefits

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Telework equipment reimbursement

Qualifications

• A valid driver's license and access to a vehicle.
• Availability to work Monday to Friday, including two evenings.

Responsibilities

• Sell insurance products including life, health, and disability.
• Assess client satisfaction, follow up, and implement improvements.
• Monitor industry trends to identify business opportunities.

Skills

Proficiency in French

Relationship management

Job description

Our network of more than 200 financial security advisors at various Desjardins caisses plays a key role in the industry. We are currently expanding this team and have many opportunities available across different regions of Quebec.

As a life and health insurance professional, your responsibilities include:

1. Working as part of a team to proactively sell insurance products and services, including life, health, disability, and critical illness insurance, tailored to the needs of Desjardins members and clients.
2. Assessing client satisfaction and service quality, following up, and implementing improvements as needed.
3. Establishing and maintaining good relationships with referral sources, and analyzing potential member/client files.
4. Acting on business opportunities and presenting information to partners to help members and clients achieve their financial goals.
5. Monitoring industry trends to identify business development opportunities and staying informed about new products and trends.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan providing predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement for health and wellness expenses and telework equipment

What you bring to the table

• Proficiency in French is required
• A valid driver's license and access to a vehicle
• Availability to work Monday to Friday, including two evenings

Regardless of your career path or formal training, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will contact you to find the best opportunity that aligns with your career goals. Desjardins offers a training institute (DCI) that provides the necessary training to pursue a career tailored to your skills, goals, and education.