Financial Security Advisor, Life and Health Insurance
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Coaticook • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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 develop personalized solutions
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Establish and maintain good relationships with referral sources
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
life insurancehealth insurancemutual funds
Soft skills
business relationship managementclient satisfactionservice qualityneeds analysiscommunication
Certifications
mutual fund representative certificateAutorité des marchés financiers