Financial security advisor, Life and health insurance

Desjardins Group; Montreal; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

A leading financial services organization is seeking a Financial Security Advisor specializing in life and health insurance. The role involves developing client relationships, assessing needs, and providing tailored insurance solutions. Ideal candidates will possess a Bachelor's degree, relevant experience, and excellent interpersonal skills. Competitive salary, flexible vacation, and a pension plan are among the benefits offered.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and experience may be considered.

Responsibilities

• Sell and provide advice on life and health insurance products.
• Assess customer satisfaction and relationship quality.
• Identify business development opportunities.

Skills

Interpersonal savvy

Sales ability

Client relationship management

Education

Bachelor's degree in a related field

Representative's certificate in Insurance of persons

Job description

Financial security advisor, Life and health insurance page is loaded

Financial security advisor, Life and health insurance

Apply remote type The work arrangement for the position is full-time telework locations Montréal Trois-Rivières Québec time type Full time posted on Posted 6 Days Ago job requisition id R2509058

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. 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

• 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

• Bachelor's degree in a related field

• A minimum of one year of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

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

• Knowledge of French is required

#LI-Remote

Trade Union (If applicable)

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)

Unposting Date

2025-09-6

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