Financial Security Advisor

Desjardins; Saint-Thomas-d'Aquin; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Desjardins is expanding its team of life and health insurance professionals in Quebec. The role involves selling insurance products, ensuring client satisfaction, and maintaining relationships with referral sources. Competitive salary, flexible vacation, and training opportunities are offered.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Qualifications

• Valid driver's license and access to a vehicle required.
• Availability Monday to Friday, including 2 evenings.

Responsibilities

• Proactively sell insurance products and services tailored to client needs.
• Assess client satisfaction and implement improvements.
• Monitor industry trends to identify business development opportunities.

Skills

Knowledge of French

Job description

Our network of more than 200 financial security advisors working 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 will include:

1. Working collaboratively 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, targeting 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 of health and wellness expenses and telework equipment

What you bring to the table

• Knowledge of French is required
• Must have a valid driver’s license and access to a vehicle
• Availability Monday to Friday, including 2 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 identify the best opportunity that aligns with your career goals. Desjardins offers a training institute (DCI) that provides you with unique training opportunities to pursue a career that matches your skills, goals, and education.

LI-Hybrid

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