Financial Security Advisor

Desjardins Group; L'Île-Perrot; Hybrid; CAD 45,000 - 70,000; Full time

Job summary

Join a forward-thinking organization that is expanding its team of life and health insurance professionals! This role offers a unique opportunity to work closely with clients, helping them achieve their financial goals through tailored insurance solutions. With a focus on customer satisfaction and service quality, you will be part of a dynamic team that values equity, diversity, and inclusion. Enjoy competitive compensation, flexible vacation, and a defined benefit pension plan while making a meaningful impact in the financial sector. If you have a passion for helping others and a drive to succeed, this is the perfect opportunity for you!

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Strong knowledge of insurance products including life, health, and disability.
• Ability to assess client satisfaction and improve service quality.

Responsibilities

• Proactively sell insurance products and services to clients.
• Establish and maintain relationships with referral sources.
• Monitor industry trends to identify business development opportunities.

Skills

Customer Relationship Management

Sales Skills

Insurance Knowledge

French Language Proficiency

Education

High School Diploma

Certification in Insurance

Job description

Our network of more than 200financial 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.

#LI-Hybrid

#MVT4

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)