Financial Security Specialist

2 months ago


SaintHyacinthe, Quebec, Canada Desjardins Full time
About the Role

As a Financial Security Specialist at Desjardins, you will play a key role in serving, prospecting for, soliciting, and developing and maintaining business relationships with members and clients. Your primary focus will be on selling life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices.

Key Responsibilities
  • Sales and Advice: Sell and provide advice on life, health, disability, and critical illness insurance products to individual and business clients.
  • Customer Satisfaction and Service Quality: Assess customer satisfaction and service quality, follow up, and make improvements as needed. Establish and maintain good relationships with referral sources.
  • Business Development: Act on business opportunities and present information to partners so that members and clients can reach their financial goals.
  • Industry Monitoring: Monitor the industry to identify business development opportunities and stay on top of new products and trends.
What We Offer
  • Competitive Compensation: Competitive salary and annual bonus.
  • Flexible Vacation: 4 weeks of flexible vacation starting in the first year.
  • Pension Plan: Defined benefit pension plan that provides predictable, stable income throughout retirement.
  • Group Insurance: Group insurance including telemedicine.
  • Health and Wellness Expenses: Reimbursement of health and wellness expenses and telework equipment.
Requirements
  • Education: Bachelor's degree in a related field.
  • Experience: A minimum of four years of relevant experience.
  • Certifications: Representative's certificate in Insurance of persons - Autorité des marchés financiers.
  • Language: Knowledge of French is required.
  • Availability: Available for travel in the territory. Must have a valid driver's license and access to a vehicle. Available Monday to Friday including 2 evenings.


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