Financial Security Advisor, Life and Health Insurance
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montreal, Montréal • 🇨🇦 Canada
Visit company websiteJob Level
Junior
About the role
- Help 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.
- 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.
- 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
- Certificate of Representative in Personal Insurance – Autorité des marchés financiers
- Knowledge of French is required
- Availability to travel to Caisse Desjardins police service centres, particularly in Montreal, Boucherville, and Boisbriand.
- Valid driver's license and access to a vehicle for transportation.
- Availability Monday to Friday, including two evenings
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 insurancebusiness developmentrisk managementsales objectivesclient needs analysispersonalized solutions
Soft skills
relationship managementcommunicationadvisingproblem-solvingcustomer satisfaction
Certifications
Bachelor's degreeCertificate of Representative in Personal Insurance