Financial Security Advisor

Desjardins Group; Laval; Hybrid; CAD 45,000 - 70,000; Full time

Job summary

Join a forward-thinking organization as a life and health insurance professional, where you will play a vital role in helping clients achieve their financial goals. This position offers a unique opportunity to work within a supportive team, proactively selling insurance products while ensuring client satisfaction. With a competitive salary, flexible vacation, and a robust pension plan, this role is perfect for those looking to grow their career in the financial sector. Embrace the chance to make a difference in the lives of clients while enjoying a diverse and inclusive workplace.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Reimbursement of Health Expenses

Telework Equipment

Qualifications

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

Responsibilities

• Proactively sell insurance products based on client needs.
• Establish and maintain good relationships with clients and referral sources.

Skills

Customer Relationship Management

Sales Skills

Problem Solving

Knowledge of Insurance Products

Communication Skills

Education

High School Diploma

Post-secondary Education in Finance or Business

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)