Financial security advisor, Life and health insurance
7 days ago
Financial Security Advisor, Life and Health Insurance Apply for the Financial Security Advisor, Life and Health Insurance role at Desjardins. Responsibilities Use marketing programs to create sales opportunities and sell life, health, disability and critical illness insurance products. Assess customer satisfaction and service quality, follow up and make improvements as needed. Establish and maintain good relationships with referral sources. Help target and analyze high‑potential member/client files. Act on business opportunities and present information to partners so that members and clients can reach their financial goals. Monitor the industry to identify business development opportunities and stay on top of new products and trends. Analyze member/client needs and recommend personalized solutions. Balance sales objectives, prudent risk management, profitability, and member/client satisfaction. Qualifications Bachelor's degree in a related field. Minimum of two years of relevant experience in life and health insurance sales. Life Insurance Representative Certificate – Autorité des marchés financiers. Knowledge of French is required. Other combinations of qualifications and relevant experience may be considered. What We Offer Competitive salary and annual bonus. 4 weeks of flexible vacation starting in the first year. Defined benefit pension plan providing predictable, stable income throughout retirement. Group insurance including telemedicine. Reimbursement of health and wellness expenses and telework equipment. Key Skills Action oriented. Effective communication. Customer focus. Interpersonal savvy. Adaptable learning and situational adaptability. Equity, Diversity and Inclusion At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. Desjardins has zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. Job Family: Member/client sales and service. Unposting Date: 2026-01-31 #J-18808-Ljbffr
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Financial Security Advisor
7 days ago
Trois-Rivières, Canada Desjardins Full timeA leading financial services firm is seeking a Financial Security Advisor specializing in life and health insurance in Trois-Rivières, Canada. The role involves creating sales opportunities, assessing customer needs, and recommending personalized solutions. Candidates should have a Bachelor's degree, at least two years of relevant experience, and a Life...
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Trois-Rivières, Canada Desjardins Group Full timeAs a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...
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