Financial Security Advisor, Life and Health Insurance

🔥 0 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚨 AML and Financial Crime

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Desjardins

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

🏦 Banking

💸 Finance

Insurance • Banking • Finance

Desjardins is a large Canadian financial cooperative and group of caisses offering retail and commercial banking, insurance, wealth management, investment and brokerage services, and a range of financial products and digital banking platforms across Canada and in the U.S.

📋 Description

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients • Sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices • Promote and sell financial security products and services • Analyze member/client needs and develop personalized solutions • Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures • Support current and potential members and clients • Represent the organization and help negotiate agreements with clients • 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 relationships with referral sources • Target and analyze potential member/client files • Act on business opportunities and present information to partners so members and clients can reach their financial goals • Monitor the industry to identify business development opportunities and stay current on new products and trends

🎯 Requirements

• College diploma in a related field • A minimum of two years of relevant experience • Other combinations of qualifications and relevant experience may be considered • Knowledge of French is required • Ability to sell and provide advice on life, health, disability and critical illness insurance products • Ability to assess customer satisfaction and service quality, follow up and make improvements as needed • Ability to establish and maintain good relationships with referral sources • Ability to target and analyze potential member/client files • Ability to act on business opportunities and present information to partners • Ability to monitor the industry and identify business development opportunities • Ability to stay on top of new products and trends

🏖️ Benefits

• 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