Financial security advisor, Life and health insurance

Desjardins; Alma; Hybrid; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Pension plan

Telemedicine

Telework equipment

4 weeks vacation

Job summary

Desjardins in Alma is seeking a life and health insurance financial security advisor to serve clients, prospect for new business, and maintain relationships across multiple channels. You will promote and sell life, health, disability, and critical illness products while tailoring solutions to client needs.

The role requires strong communication, travel to service centres in Alma, and availability Monday through Friday with two evenings per week. A college diploma and AMF certificate are required.

Qualifications

• College diploma in a related field.
• A minimum of two years of relevant experience.
• Please note that other combinations of qualifications and relevant experience may be considered.
• Representative’s certificate in damage insurance (AMF).
• Knowledge of French is required.
• Available for travel to the service centres of Caisse Desjardins d'Alma.
• Must have a valid driver's license and access to a vehicle to ensure mobility.
• Available to work Monday through Friday, including two evenings per week.

Responsibilities

• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer 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

Skills

Client communication

Sales

Needs assessment

Travel readiness

Education

College diploma

Job description

As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement. You help promote and sell financial security products and services. The ability to communicate effectively and thoroughly understand clients' expressed needs is therefore essential. You help analyze member/client needs and develop personalized solutions. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You support current and potential members and clients. The ability to tailor your approach as needed is therefore essential. You represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer 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.

#LI-Hybrid

What you bring to the table

• College diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Representative’s certificate in damage insurance (AMF)
• Knowledge of French is required
• Available for travel to the service centres of Caisse Desjardins d'Alma
• Must have a valid driver's license and access to a vehicle to ensure mobility
• Available to work Monday through Friday, including two evenings per week

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility

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 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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)