Financial security advisor, Life and health insurance

Desjardins; Montreal West; Presencial; CAD 60.000 - 75.000; Tempo integral

Benefícios oferecidos por esta vaga

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Resumo da vaga

Desjardins is seeking a Life and Health Insurance Financial Security Advisor in Montreal West. This role involves serving, soliciting, and maintaining business relationships with clients. The advisor will sell insurance products through various channels and ensure client satisfaction.

Successful candidates will have a college diploma, a representative’s certificate, and at least two years of relevant experience. Knowledge of French is required, along with a valid driver's license for travel to service centers.

This position offers a competitive salary, bonuses, and a structured benefits package including a pension plan and group insurance.

Qualificações

• Minimum two years of relevant experience, other combinations may be considered.
• Knowledge of French is required.

Responsabilidades

• Serve and develop business relationships with clients.
• Sell life and health insurance products and services.
• Analyze client needs and develop personalized solutions.

Conhecimentos

Interpersonal savvy

Client relationship management

Sales skills

Problem-solving

Formação

College diploma in a related field

Representative’s certificate in damage insurance (AMF)

Descrição da vaga

Job Responsibilities

As a life and health insurance financial security advisor, you 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, communicate effectively to understand clients’ expressed needs, analyze client needs and develop personalized solutions, ensure member/client satisfaction and service quality in accordance with the organization’s standards, and represent the organization in negotiating agreements with clients. Interpersonal savvy is essential, and you tailor your approach as needed.

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

What You Bring To The Table

• College diploma in a related field
• Minimum two years of relevant experience (other combinations may be considered)
• Representative’s certificate in damage insurance (AMF)
• Knowledge of French is required
• Available for travel to the Caisse Desjardins de Rivière-du-Loup service centers
• Valid driver's license and vehicle access
• Available to work Monday to Friday, including two evenings per week

At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming, respecting and valuing people for who they are, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind.

Job Family

Life and health insurance (FG)