Financial security advisor, Life and health insurance

Desjardins; Lévis; Presencial; CAD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Telemedicine insurance

Wellness reimbursement

Telework equipment

Resumo da oferta

Desjardins is seeking a life and health insurance financial security advisor to serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You will sell life and health insurance products and services across multiple channels, analyze needs, tailor personalized solutions, and balance sales objectives with prudent risk management.

The role emphasizes customer focus, interpersonal savvy, and inclusion, with opportunities to work on individual and group

Qualificações

• Bachelor's degree in a related field.
• Minimum one year of relevant experience.
• Representative's certificate in Insurance of persons - Autorité des marchés financiers.
• Knowledge of French is required.

Responsabilidades

• 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
• Monitor the industry to identify business development opportunities and stay on top of new products and trends

Conhecimentos

Action oriented

Communicates effectively

Customer Focus

Differences

Interpersonal Savvy

Nimble learning

Situational adaptability

Equity

Diversity

Inclusion and Accessibility

Formação académica

Bachelor's degree in a related field

Representative's certificate in Insurance of persons - Autorité des marchés financiers

Descrição da oferta de emprego

Role Overview

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 promote and sell financial security products and services. You analyze member/client needs and recommend personalized solutions. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You develop and maintain personal business relationships with clients who have complex, diverse needs. The ability to tailor your approach as needed is therefore essential. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential.

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
• Monitor the industry to identify business development opportunities and stay on top of new products and trends

Benefits & Perks

• 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

Minimum Qualifications

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Representative's certificate in Insurance of persons - Autorité des marchés financiers
• Knowledge of French is required

Key Competencies

• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning
• Situational adaptability
• Equity
• Diversity
• Inclusion and Accessibility

Commitment to Equality, Diversity, and Inclusion

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!

About Desjardins Group

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.