Financial Security Advisor, Life and Health Insurance

🔥 0 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🚨 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

Founded 1900

🏦 Banking

🛡️ Insurance

💸 Finance

Banking • Insurance • Finance

Desjardins is a leading financial cooperative in North America, offering a wide range of financial and insurance services across Canada. Its services include personal and business banking accounts, credit cards, mortgages, loans, savings and investments, as well as auto and home insurance, among others. Desjardins is known for its focus on responsible investment and supporting local economies. It provides members with the opportunity to participate in decision-making processes and emphasizes commitment to the community and youth development.

📋 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 recommend personalized solutions • Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction • Develop and maintain personal business relationships with clients who have complex, diverse needs • Advise and assist current and potential members and clients • Represent Desjardins and enter the organization into agreements with clients • Establish and negotiate product and service terms in accordance with standards and procedures • 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 good relationships with referral sources • Help target and analyze potential member/client files • Act on business opportunities and present information to partners so that members and clients can reach their financial goals • Monitor the industry to identify business development opportunities and stay on top of new products and trends

🎯 Requirements

• Bachelor's degree in a related field • A minimum of one year of relevant experience • Other combinations of qualifications and relevant experience may be considered • Representative's certificate in Insurance of persons - Autorité des marchés financiers • Knowledge of French is required

🏖️ 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