Life and Health Insurance Advisor

🔥 4 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.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 • Focus on individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance, and life and health insurance claims settlement • Develop and maintain personal business relationships with clients • Promote and sell products and services in accordance with business objectives and strategies • Balance sales objectives, sound and prudent risk management, profitability, and member/client satisfaction • Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers • 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 • Set goals and advise members and clients on the best solutions and strategies • Collect, compile, and analyze data; prepare reports and recommendations • Oversee portfolios; assess customer satisfaction and service quality, follow up, and make improvements as needed • Support project teams and coordinate follow-up for all activities • Monitor the industry for trends, opportunities, and best practices

🎯 Requirements

• Bachelor's degree 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 • Advanced proficiency of 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 • Business insight • Communicates effectively • Complexity • Drive results • Interpersonal Savvy

🏖️ 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

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