Financial Security Advisor

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

Job summary

An established industry player is expanding its team of life and health insurance professionals. This role involves proactively selling insurance products tailored to client needs, assessing satisfaction, and maintaining strong relationships with referral sources. With a commitment to diversity and inclusion, this forward-thinking company offers a competitive salary, flexible vacation, and a defined benefit pension plan. Join a supportive environment where your career goals can flourish, and take advantage of unique training opportunities to excel in the financial sector.

Benefits

Competitive Salary

Annual Bonus

Flexible Vacation

Defined Benefit Pension Plan

Group Insurance

Health and Wellness Reimbursement

Telework Equipment Reimbursement

Qualifications

• Proven experience in sales and client management.
• Ability to analyze client needs and provide tailored solutions.

Responsibilities

• Proactively sell life and health insurance products to clients.
• Build and maintain relationships with clients and referral sources.

Skills

Sales Skills

Client Relationship Management

Business Development

French Language Proficiency

Education

High School Diploma

Relevant Financial Certifications

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)