Senior Advisor, Life and health insurance

Desjardins Group; Montreal; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance company is seeking a Senior Life and Health Insurance Advisor in Montreal. The role involves developing business relationships, advising clients, and implementing strategic initiatives to enhance client satisfaction. Candidates should have at least six years of relevant experience and a Bachelor's degree. Strong communication skills in both French and English are required. The position offers a competitive salary, annual bonus, and flexible vacation options.

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 six years of relevant experience in insurance or related field.
• Experience in sales and service development.

Responsibilities

• Evaluate and act on business and partnership opportunities.
• Advise members and clients on strategic initiatives.
• Ensure client retention and satisfaction.
• Monitor industry trends and make recommendations.

Skills

Strong communication skills in French and English

Customer focus

Interpersonal savvy

Analytical skills

Action oriented

Education

Bachelor's degree in a related field

Job description

As a senior life and health insurance 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 various 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 lead clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization and involve multiple business sectors. You take a strategic mindset to boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction. You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with important clients who have complex, diverse needs. Your complex, strategic initiatives require extensive knowledge of sales and service. You analyze complex problems and develop and implement personalized solutions tailored to client needs. In addition to serving as specialist and resource person for your unit, members and clients, you represent your unit before decision‑making bodies. You help represent Desjardins and enter the organization into important agreements with clients. More specifically, you will be required to:

• Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability.
• Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives.
• See to member, client and stakeholder development, retention and satisfaction. Develop retention tactics and strategies.
• Monitor the industry to understand and anticipate trends in your specialty area and make recommendations.

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.

#LI-Hybrid

What you bring to the table

• Bachelor's degree in a related field
• A minimum of six years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english‑speaking partners, members and/or clients.

Action oriented, Business insight, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Plans and aligns, Trust

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

2025-12-12