Life Health Insurance Advisor
7 days ago
Forestville QC, La Haute-Côte-Nord Municipalité Régionale, QC; Côte-Nord; Québec Province, Canada
Desjardins
Full-time
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Advise clients on life and health insurance while developing relationships and personalized financial security solutions. French knowledge is required for this opportunity.
As a Financial Security Advisor at Desjardins, you support members and clients through individual insurance, group insurance, retirement savings, and related products. You assess expressed needs, explain options, and tailor approaches across multiple distribution channels. Your work also includes insurance brokerage, segregated funds, travel insurance, and claims settlement.
Key Responsibilities
Sell and advise on life, health, disability, and critical illness insurance Analyze member and client needs for personalized solutions Assess satisfaction, follow up, and improve service quality Maintain relationships with referral sources and potential clients Monitor industry trends and identify business development opportunities
Requirements:
College diploma in a related field Minimum two years of relevant experience Representative's certificate in damage insurance from AMF Knowledge of French is required Other qualification and experience combinations may be considered Apply your insurance expertise, client focus, and communication skills to deliver tailored financial security advice at Desjardins.
Key Responsibilities
Sell and advise on life, health, disability, and critical illness insurance Analyze member and client needs for personalized solutions Assess satisfaction, follow up, and improve service quality Maintain relationships with referral sources and potential clients Monitor industry trends and identify business development opportunities
Requirements:
College diploma in a related field Minimum two years of relevant experience Representative's certificate in damage insurance from AMF Knowledge of French is required Other qualification and experience combinations may be considered Apply your insurance expertise, client focus, and communication skills to deliver tailored financial security advice at Desjardins.