Financial security advisor, Life and health insurance

Desjardins; Longueuil; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance including telemedicine

Job summary

Desjardins is seeking a life and health insurance financial security advisor to serve and grow member and client relationships. You will sell life and health insurance products through multiple channels, focusing on individual and group insurance, retirement plans, and related services, while analyzing needs to tailor personalized solutions.

The role requires French proficiency, travel to Rivière-du-Loup service centers, and a valid driver's license with access to a vehicle.

Qualifications

• AMF Life Insurance Representative Certificate required.
• French language proficiency required.
• Willing to travel to Rivière-du-Loup service centers.

Responsibilities

• Serve, prospect for, solicit and develop and maintain relationships with members and clients.
• Sell life and health insurance products and services through multiple distribution channels.
• Focus on individual and group insurance and retirement savings plans, insurance brokerage, segregated funds, and travel insurance.
• Promote and sell financial security products and services.
• Analyze member/client needs and develop personalized solutions.
• Ensure member/client satisfaction and service quality in accordance with the organization’s standards.

Skills

Interpersonal savvy

French language skills

Valid driver’s license

Education

AMF Life Insurance Representative Certificate

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:

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:

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

• Life Insurance Representative Certificate – Autorité des marchés financiers (AMF)
• Knowledge of French is required
• Available for travel to the Caisse Desjardins de Rivière-du-Loup service centers
• Must have a valid driver's license and access to a vehicle
• Available to work Monday to Friday, including two evening per week
  

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

Life and health insurance (FG)