Financial Services Representative
2 days ago
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.
We believe in equity, diversity and inclusion. We have zero tolerance for discrimination of any kind. We want our teams to reflect the diversity of the members, clients and communities we serve.
Job SummaryThis is an exciting opportunity to join our team as a licensed Life Insurance Specialist. You'll work with Desjardins life insurance products and be responsible for selling and servicing them to potential and existing clients.
You will:
- Be licensed with a life or enrolled in the licensing process
- Have experience in retail sales, marketing, or customer service, which is desirable
- Be able to learn and apply product, industry, and market knowledge to provide suitable recommendations to potential and existing clients
Your key responsibilities will include:
- Conducting needs-based marketing interviews with potential and existing clients
- Providing excellent customer service and building strong relationships with clients
- Leveraging your problem-solving skills to identify client needs and develop solutions
- Staying up-to-date on industry trends and product offerings to provide expert advice to clients
To be successful in this role, you will need:
- A license in life insurance or the ability to obtain one within a reasonable timeframe
- Experience working with computer applications, particularly Windows applications, is desirable
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment
We offer a competitive salary package, including:
An estimated annual salary of $70,000 to $85,000, depending on your level of experience and licensure
The opportunity to earn commissions on top of your base salary
Ongoing training and professional development opportunities
A dynamic and supportive work environment that values diversity, equity, and inclusion
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