Financial Security Advisor

Desjardins; Granby; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading financial institution is expanding its team of Financial Security Advisors across Quebec. In this role, you will sell various insurance products, build client relationships, and help assess their financial needs. The ideal candidate is someone who is bilingual in French and English, possesses strong communication skills, and is ready to embark on a rewarding career in the insurance sector.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Knowledge of French is required.
• Valid driver's license and access to a vehicle.
• Available to work Monday to Friday including 2 evenings.

Responsibilities

• Proactively sell insurance products and services.
• Assess client satisfaction and follow up for improvements.
• Establish and maintain relationships with referral sources.

Skills

Knowledge of French

Client Relationship Management

Teamwork

Job description

2 days ago Be among the first 25 applicants

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

As a life and health insurance professional, you're expected to :

• Work as a team as you proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients.
• Assess client satisfaction and service quality, follow up and make improvements as needed.
• Establish and maintain good relationships with referral sources. Help target and analyze potential member / client files.
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals.
• Help monitor the industry to identify business development opportunities and stay on top of 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 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

• Knowledge of French is required
• Must have a valid driver's licence and access to a vehicle
• Available to work Monday to Friday including 2 evenings

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

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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!

Job Family

Life and health insurance (FG)

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Banking

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