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Financial Security Specialist

2 months ago

Drummondville, Quebec, Canada Desjardins Full time
About the Role

As a Financial Security Specialist at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your primary responsibility will be to serve, prospect for, solicit, and develop and maintain business relationships with our members and clients.

Key Responsibilities

  • Sell and provide advice on life, health, disability, and critical illness insurance products to meet the diverse needs of our members and clients.

  • Assess customer satisfaction and service quality, follow up, and make improvements as needed to ensure exceptional service delivery.

  • Establish and maintain good relationships with referral sources to identify new business opportunities and expand our network.

  • Act on business opportunities and present information to partners to help our members and clients reach their financial goals.

  • Monitor the industry to identify business development opportunities and stay up-to-date on new products and trends.

What We Offer

  • 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

Requirements

  • Bachelor's degree in a related field

  • A minimum of one year of relevant experience

  • Representative certificate in Insurance of persons - Autorité des marchés financiers

  • Knowledge of French is required

  • Must have a valid driver's licence and access to a vehicle