Financial Security Advisor, Life and Health Insurance

🔥 23 hours ago

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Desjardins

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1900

🏦 Banking

💸 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 • Analyze member/client needs and recommend personalized solutions • Balance sales objectives, risk management, profitability and member/client satisfaction • Develop and maintain personal business relationships with clients who have complex, diverse needs • Help target and analyze potential member/client files • Monitor the industry to identify business development opportunities

🎯 Requirements

• Bachelor's degree in a related field • A minimum of one year of relevant experience • Representative’s certificate in personal insurance (AMF) • Knowledge of French is required • Available to work Monday to Friday, including two evenings per week

🏖️ 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