Financial Security Advisor

Desjardins Group; Sainte-Marie; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is expanding its team of financial security advisors, offering a unique opportunity for individuals passionate about life and health insurance. This role involves proactively selling insurance products, assessing client satisfaction, and building strong relationships with clients and referral sources. The company values diversity and inclusion, ensuring a welcoming environment for all employees. With competitive salaries, flexible vacation, and a robust pension plan, this position is perfect for those looking to grow in the financial sector. If you're ready to make a difference and pursue a fulfilling career, this is the 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

• Knowledge of French is required for effective communication.
• Must possess a valid driver's license and access to a vehicle.

Responsibilities

• Proactively sell insurance products and services based on client needs.
• Assess client satisfaction and improve service quality.
• Establish and maintain relationships with referral sources.

Skills

Sales Skills

Client Relationship Management

Industry Knowledge

Communication Skills

Problem Solving

Knowledge of French

Job description

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:

1. 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.
2. Assess client satisfaction and service quality, follow up and make improvements as needed.
3. Establish and maintain good relationships with referral sources. Help target and analyze potential member/client files.
4. Act on business opportunities and present information to partners so that members and clients can reach their financial goals.
5. Help monitor the industry to identify business development opportunities and stay on top of new products and trends.

What we offer*

1. Competitive salary and annual bonus
2. 4 weeks of flexible vacation starting in the first year
3. Defined benefit pension plan that provides predictable, stable income throughout retirement
4. Group insurance including telemedicine
5. Reimbursement of health and wellness expenses and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

1. Knowledge of French is required
2. Must have a valid driver's licence and access to a vehicle
3. 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.

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)