Financial Security Advisor

Desjardins Group; Coteau-du-Lac; Hybrid; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is expanding its network of financial security advisors across Quebec, offering exciting opportunities in life and health insurance. As a professional in this role, you will proactively sell insurance products tailored to clients' needs while assessing service quality and implementing improvements. The company fosters a supportive environment, providing training and resources to help you excel in your career. With a competitive salary, flexible vacation, and a commitment to diversity, this role is perfect for those passionate about making a difference in the financial sector.

Benefits

Competitive salary

Annual bonus

Four weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Strong sales skills in insurance products including life and health.
• Ability to assess client satisfaction and implement improvements.

Responsibilities

• Sell tailored insurance products to meet client needs.
• Establish and maintain relationships with referral sources.

Skills

Proficiency in French

Client relationship management

Sales techniques

Business development

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. Proactively selling 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 stay updated on new products and trends.

What we offer*

• Competitive salary and annual bonus

• Four weeks of flexible vacation starting in the first year

• Defined benefit pension plan providing predictable, stable income throughout retirement

• Group insurance including telemedicine services

• Reimbursement for health and wellness expenses and telework equipment

*Benefits are subject to eligibility criteria.

What you bring to the role

• Proficiency in French is required

• A valid driver's license and access to a vehicle

• Availability to work Monday to Friday, including two evenings per week

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 help identify the best opportunities to meet your career goals. Desjardins offers a training institute (DCI) that provides the necessary training to pursue a career suited to your skills, goals, and education.

#LI-Hybrid

#MVT4

Our Commitment to Diversity

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming, respecting, and valuing individuals for who they are, learning from their differences, embracing their uniqueness, and fostering a positive workplace for all. We have zero tolerance for discrimination of any kind and strive to reflect the diversity of the communities we serve.

If you require accommodations during the recruitment process or for the job itself, please let us know. We are happy to provide support at any stage.

Job Family

Life and health insurance (FG)