Financial Security Advisor
4 weeks ago
As a Financial Security Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. You will be responsible for selling and providing advice on life, health, disability, and critical illness insurance products, as well as assessing customer satisfaction and service quality.
Key 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 potential member/client files
- Act on business opportunities and present information to partners to help members and clients reach their financial goals
- Help monitor the industry to identify business development opportunities and stay on top of new products and trends
- 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
- College diploma in a related field
- A minimum of two years of relevant experience
- Representative's certificate in Insurance of persons - Autorité des marchés financiers
- Knowledge of French is required
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