Financial Security Advisor

2 weeks ago

Montréal, Canada Desjardins Full time

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.

Job Level

NV-09

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, and travel 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 important clients who have complex, diverse needs. The ability to tailor your approach as needed is therefore essential. Your complex work and initiatives require extensive knowledge of your line of business.

You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

General Information on the Position

Main 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.

Other working conditions- Schedule : 35 hours/week, Monday to Friday, including 2 evening shifts- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of 4 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

Service Signature Desjardins (SSD) Ouest de Montréal (Admin)

Trade Union

Non Syndiqué

Unposting Date

2023-12-31

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

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