Financial security advisor, Life and health insurance

5 days ago


Sherbrooke, Canada Desjardins Full time

Financial security advisor, Life and health insurance Be among the first 25 applicants. 1 day ago. Responsibilities Sell and provide advice on 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. Qualifications Bachelor's degree in a related field. A minimum of four years of relevant experience. Other combinations of qualifications and relevant experience may be considered. Mutual fund personnel insurance – Autorité des marchés financiers. Knowledge of French is required. 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. Key Skills Action oriented. Communicates effectively. Customer focus. Differences (diversity appreciation). Interpersonal savvy. Nimble learning. Situational adaptability. Commitment to Inclusion 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. We believe our teams should reflect the diversity of the members, clients and communities we serve. We will provide accommodations at any stage in the recruitment process. Job Family Member/client sales and service (FG) Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industry Banking Location Sherbrooke, Quebec, Canada Referrals increase your chances of interviewing at Desjardins by 2x. Get notified about new Financial Security Advisor jobs in Sherbrooke, Quebec, Canada. #J-18808-Ljbffr



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