FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Security Advisor, Life and Health Insurance
DesjardinsLife and health insurance financial security advisor at Desjardins assisting members with insurance products and services. Involves client relationship management and tailored financial solutions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling life and health insurance products while effectively analyzing client needs to develop tailored solutions. Strong focus on client satisfaction and maintaining business relationships within the insurance industry.
Highest-signal resume keywords
Life And Health Insurance SalesClient Relationship ManagementBusiness DevelopmentCertificate Of Representative In Life And Health InsuranceBilingual Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance BrokerageRetirement Savings PlansSegregated FundsTravel InsuranceClaims SettlementFinancial Security Products
Soft Skills
Effective CommunicationNegotiation SkillsCustomer Service Orientation
Certifications & Qualifications
Certificate Of Representative In Life And Health Insurance
Industry Keywords
Individual InsuranceGroup InsuranceBusiness RelationshipsMember SatisfactionMarket Trends
About the role
Key responsibilities & impact- 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 areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement
- Promote and sell financial security products and services
- Communicate effectively and thoroughly understand clients' expressed needs
- Analyze member/client needs and develop personalized solutions
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Support current and potential members and clients
- Tailor your approach as needed and help negotiate agreements with clients
- Establish and maintain good relationships with referral sources
- Monitor the industry to identify business development opportunities and stay on top of new products and trends.
Requirements
What you’ll need- College diploma in a related field
- A minimum of two years of relevant experience
- Certificate of Representative in Life and Health Insurance – Autorité des marchés financiers
- Knowledge of French is required including 2 evenings
- Available to work from Monday to Friday
- Must have a valid driver's license and access to a vehicle
- Available to travel to service centres of Caisse Desjardins du Sud-Ouest de la Montérégie and Caisse Desjardins de Salaberry-de-Valleyfield
Benefits
Comp & perks- 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 * Benefits apply based on eligibility criteria.