Life & Health Insurance Advisor - Financial Security Expert

Desjardins; Ottawa; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins is seeking a life and health insurance financial security advisor in Ottawa. You will serve, prospect for, solicit, and develop and maintain relationships with members and clients, selling life and health insurance products through multiple channels tailored to needs.

You will analyze client needs and deliver personalized solutions while ensuring service quality and satisfaction according to Desjardins standards.

Qualifications

• Demonstrated ability to communicate effectively with clients.
• Proven interpersonal skills and relationship-building.
• Requirement: Knowledge of French.
• Willingness to travel to service centers.

Responsibilities

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
• Sell life and health insurance products through multiple channels based on client needs.
• Analyze client needs and develop personalized solutions; ensure satisfaction and service quality.
• Represent the organization and negotiate agreements with clients.

Skills

Communication skills

Interpersonal skills

French language

Travel readiness

Education

AMF Life Insurance Representative Certificate

Job description

Desjardins is seeking a life and health insurance financial security advisor in Ottawa. You will serve, prospect for, solicit, and develop and maintain relationships with members and clients, selling life and health insurance products through multiple channels tailored to needs.

You will analyze client needs and deliver personalized solutions while ensuring service quality and satisfaction according to Desjardins standards.