Financial security advisor, Life and health insurance
4 weeks ago
Financial security advisor, Life and health insurance 2 weeks ago Be among the first 25 applicants As 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 include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement. You promote and sell financial security products and services to individual and business clients. You analyze member/client needs and recommend personalized solutions. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You develop and maintain business relationships with clients who have diverse needs. The ability to tailor your approach as needed is therefore essential. 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 What you bring to the table Bachelor's degree in a related field A minimum of two years of relevant experience Life Insurance Representative Certificate – Autorité des marchés financiers Knowledge of French is required Key qualities Action oriented Communicates effectively Customer Focus Differences Interpersonal Savvy Nimble learning Situational adaptability Curious about this profession? Click here 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. At Desjardins, 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. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask Location Saint-Léonard-D'aston, Quebec, Canada #J-18808-Ljbffr
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Trois-Rivières, Canada Desjardins Full timeFinancial security advisor, Life and health insurance 2 weeks ago Be among the first 25 applicants As 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...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Trois-Rivières, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec2 weeks ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou 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...
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SUN LIFE FINANCIAL ADVISOR
3 weeks ago
Trois-Rivières, Canada Sun Life Québec Full timeJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life Québec2 weeks ago Be among the first 25 applicantsJoin to apply for the SUN LIFE FINANCIAL ADVISOR role at Sun Life QuébecYou 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...
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SUN LIFE FINANCIAL ADVISOR
4 weeks ago
Trois-Rivières, Canada Sun Life Full timeJob DescriptionReq# JR00034447 FC063 Quebec CentreSun Life Financial AdvisorFinancial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited...
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Trois-Rivières, Canada Desjardins Full timeA leading financial services provider is seeking a Financial Security Advisor to manage and develop relationships with clients in Trois-Rivières. Your responsibilities include selling various insurance products, addressing client needs, and contributing to their financial goals. The ideal candidate will have a bachelor's degree, relevant experience, and a...
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Trois-Rivières, Canada Desjardins Full timeA leading financial services provider is seeking a Financial Security Advisor to manage and develop relationships with clients in Trois-Rivières. Your responsibilities include selling various insurance products, addressing client needs, and contributing to their financial goals. The ideal candidate will have a bachelor's degree, relevant experience, and a...
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Trois-Rivières, Canada Sun Life Financial Full timeAn established industry player is seeking passionate individuals to become financial advisors, helping clients navigate their financial journeys. This role offers unlimited earning potential and the flexibility to build a career that aligns with personal values and goals. Advisors will engage with clients to develop tailored financial strategies, ensuring...
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Entry-Level Personal Finance Advisor – Growth
4 weeks ago
Trois-Rivières, Canada Desjardins Full timeA leading financial institution in Trois-Rivières is seeking a Financial Security Advisor for life and health insurance. This full-time, entry-level position offers 4 weeks of flexible vacation, a defined benefit pension plan, and group insurance. The ideal candidate should have a college diploma in a related field and at least 2 years of relevant...
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Entry-Level Personal Finance Advisor – Growth
4 weeks ago
Trois-Rivières, Canada Desjardins Full timeA leading financial institution in Trois-Rivières is seeking a Financial Security Advisor for life and health insurance. This full-time, entry-level position offers 4 weeks of flexible vacation, a defined benefit pension plan, and group insurance. The ideal candidate should have a college diploma in a related field and at least 2 years of relevant...
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Personal Finance Advisor
4 weeks ago
Trois-Rivières, Canada Desjardins Full timeFinancial security advisor, Life and health insurance Saint-Léonard-D'aston, Quebec, Canada What We Offer 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...
