Financial security advisor, Life and health insurance
1 day ago
Financial Security Advisor – Life & Health Insurance Desjardins is seeking a Financial Security Advisor for Life and Health Insurance. Join to 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. 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. Benefits apply based on eligibility criteria. What You Bring to the Table Bachelor's degree in a related field. A minimum of two years of relevant experience (other combinations may be considered). Life Insurance Representative Certificate – Autorité des marchés financiers. Knowledge of French is required. Core Competencies Action oriented. Communicates effectively. Customer Focus. Differences. Interpersonal Savvy. Nimble learning. Situational adaptability. Diversity & 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. We have zero tolerance for discrimination of any kind. Our teams should reflect the diversity of the members, clients and communities we serve. We can provide accommodations at any stage in the recruitment process. Just ask Additional Information Employment type: Full-time. Seniority level: Entry level. Job family: Member/client sales and service (FG). Industries: Banking. Location: Dollard-des-Ormeaux, Quebec, Canada. #J-18808-Ljbffr
-
Montreal, Quebec, Canada Desjardins 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...
-
Montreal, Quebec, Canada Desjardins 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...
-
Montreal, Quebec, Canada Desjardins 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...
-
Montreal, Quebec, Canada Desjardins 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...
-
SUN LIFE FINANCIAL ADVISOR
1 day ago
Montreal, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations Montreal, Quebec time type Full time posted on Posted Yesterday job requisition id JR00034445You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...
-
Montreal, Quebec, Canada Desjardins 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...
-
Montreal, Quebec, Canada Desjardins 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...
-
SUN LIFE FINANCIAL ADVISOR
1 day ago
Montreal, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Montreal West, Canada Desjardins Full timeA prominent financial services company in Montreal West is seeking a Financial Security Advisor for Life and Health Insurance. In this role, you will create sales opportunities, assess customer satisfaction, and establish relationships with referral sources. The ideal candidate holds a Bachelor's degree and has at least two years of relevant experience....
-
Montreal (administrative region), Canada Sun Life Financial Full timeA leading financial services firm in Montreal is seeking a Prospr Advisor to provide holistic Life, Health, and Wealth solutions for clients. This role involves proactive engagement with clients, assessing their financial needs, and recommending appropriate solutions. Candidates should have strong communication skills, be bilingual, and possess either a...
