Financial security advisor, Life and health insurance

Desjardins; Sainte-Marie; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading company as a Financial Security Advisor specializing in life and health insurance. You will build and maintain relationships with clients, sell insurance products, and analyze client needs to recommend tailored solutions. The role emphasizes sales objectives and client satisfaction while monitoring industry trends. Enjoy a competitive salary, flexible vacation, and a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

Four weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Minimum of four years relevant experience.
• Certificate of Representative in Personal Insurance required.

Responsibilities

• Sell and advise on life, health, disability, and critical illness insurance products.
• Identify business opportunities and present information to partners.

Skills

Customer Satisfaction

Sales

Risk Management

Education

Bachelor's degree in a related field

Job description

Financial Security Advisor, Life and Health Insurance

Join us to apply for the Financial Security Advisor, Life and Health Insurance role at Desjardins.

Position Overview

As a Life and Health Insurance Financial Security Advisor, you will serve, prospect, solicit, and develop and maintain business relationships with members and clients. Your role involves selling life and health insurance products through multiple channels, focusing on individual insurance, group insurance, retirement plans, insurance brokerage, segregated funds, and claims settlement. You will analyze client needs, recommend personalized solutions, and ensure a balance between sales objectives, risk management, profitability, and client satisfaction.

Key Responsibilities

1. Sell and advise on life, health, disability, and critical illness insurance products.
2. Assess customer satisfaction, follow up, and implement improvements. Maintain relationships with referral sources and analyze high-potential client files.
3. Identify business opportunities and present information to partners to help members and clients achieve their financial goals.
4. Monitor industry trends and stay informed about new products and market developments.

What We Offer

• Competitive salary and annual bonus
• Four weeks of flexible vacation from the first year
• Defined benefit pension plan for stable retirement income
• Group insurance including telemedicine
• Reimbursement for health and wellness expenses and telework equipment

Candidate Requirements

• Bachelor's degree in a related field
• Minimum of four years relevant experience (other qualifications may be considered)
• Certificate of Representative in Personal Insurance – Autorité des marchés financiers
• Proficiency in French is required

Additional Information

We value diversity, equity, and inclusion. We are committed to providing accommodations throughout the recruitment process. If interested, click here to learn more about this profession.