Financial Security Advisor

Desjardins Group; Rigaud; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

Join a leading cooperative financial group as a Financial Security Advisor, where you will proactively sell life and health insurance products while establishing strong relationships with clients. This hybrid role offers the flexibility of remote work combined with the opportunity to engage with clients directly. You'll be part of a dedicated team focused on helping members achieve their financial goals while enjoying a competitive salary, flexible vacation, and a robust benefits package. If you're passionate about the financial sector and eager to make a difference, this is your chance to thrive in a supportive and inclusive environment.

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

Telework equipment reimbursement

Qualifications

• Knowledge of French is essential for this role.
• Must have a valid driver's license and access to a vehicle.

Responsibilities

• Proactively sell life and health insurance products to clients.
• Assess client satisfaction and improve service quality.
• Establish relationships with referral sources.

Skills

Client Relationship Management

Sales Skills

Industry Knowledge (Insurance)

Communication Skills

French Language

Education

High School Diploma

Post-secondary Education in Finance or Business

Job description

Financial Security Advisor page is loaded

Financial Security Advisor

Apply remote type The work arrangement for the position is hybrid work locations L'île-Perrot Laval 462, chemin de la Grande-Ligne , Rigaud 1004, rue Principale , Saint-Zotique Chicoutimi time type Full time posted on Posted Yesterday job requisition id R2500847

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.

#LI-Hybrid

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)

About us

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

Pursuing a career at Desjardins means being part of an organization that puts people first.