Financial security advisor, Life and health insurance

Desjardins Financial Security; Canada; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks vacation starting in firstyear

Defined benefit pension plan

Group insurance including telemedicine

Wellness reimbursement and telework

Telework equipment

Job summary

Desjardins is seeking a Life and Health Insurance Financial Security Advisor in Canada to sell and advise on life, health, disability, and critical illness products. You will develop relationships with members and clients, analyze needs, and present personalized solutions across multiple channels.

The role requires travel to service centres, bilingual French knowledge, and the ability to work evenings. Strong communication and customer-focused service are essential, with a commitment to equity,

Qualifications

• College diploma in a related field.
• A minimum of two years of relevant experience.
• 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.
• Available to work Monday through Friday, including two evenings per week.
• Equity, Diversity, Inclusion and Accessibility.

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.
• 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.
• Monitor the industry to identify business development opportunities and trends.
• Represent the organization and help negotiate agreements with clients.

Skills

Interpersonal savvy

Customer focus

Communication

Situational adaptability

Nimble learning

Action oriented

Education

College diploma

AMF certificate

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 we 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 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!

Trade Union (If applicable)

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.