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Financial Security Advisor

3 months ago

Magog, Canada Desjardins Group Full time

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.

As a life and health insurance professional, you're expected to:

  • Work as a team as you proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients.
  • Assess client satisfaction and service quality, follow up and make improvements as needed.
  • Establish and maintain good relationships with referral sources. Help target and analyze potential member/client files.
  • Act on business opportunities and present information to partners so that members and clients can reach their financial goals.
  • Help monitor the industry to identify business development opportunities and stay on top of new products and trends.

What we offer*

  • 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

*Advantages apply based on eligibility criteria.

What you bring to the table

  • Knowledge of French is required
  • Must have a valid driver's licence and access to a vehicle
  • Available Monday to Friday including 2 evenings

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

Job Family

Life and health insurance (FG)

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