Financial security advisor, Life and health insurance

Desjardins; Baie-Comeau; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan that prov

Group insurance including telemedicine

Reimbursement of health and wellness

Telework equipment reimbursement

Job summary

Desjardins is seeking a life and health insurance financial security advisor to support members and clients with life, health, disability and critical illness insurance products. You will analyze needs, present personalized solutions, and maintain satisfaction in line with Desjardins standards.

Expect to engage across multiple channels and stay informed on market trends. The role emphasizes building relationships, identifying opportunities, and negotiating with clients to help them achieve

Qualifications

• Two years of relevant experience or more
• Knowledge of French is required
• Representative’s certificate in damage insurance (AMF)
• College diploma in a related fielde (sic) or equivalent experience

Responsibilities

• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer satisfaction and service quality, follow up and improve as needed
• Establish and maintain relationships with referral sources
• Act on business opportunities and present information to partners to help clients reach financial goals
• Monitor the industry to identify business development opportunities and trends

Skills

Interpersonal savvy

Communicates effectively

Action oriented

Customer focus

Nimble learning

Situational adaptability

French language

Education

College diploma in a related field

Representative’s certificate in damage insurance (AMF)

Job description

Required

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.

Required

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.

What You Bring To The Table

• College diploma in a related fielde
• 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

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 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

Member/client sales and service (FG)