Financial Security Advisor

3 weeks ago

SalaberrydeValleyfield, Quebec, Canada Desjardins Full time

Our team of financial security advisors plays a key role in the industry, and we're currently expanding our network of over 200 professionals working at different Desjardins caisses across Quebec.

As a life and health insurance professional, you'll be responsible for:

Key Responsibilities
  • Proactively selling insurance products and services, including life, health, disability, and critical illness insurance, based on the needs of Desjardins members and clients.
  • Assessing client satisfaction and service quality, following up, and making improvements as needed.
  • Establishing and maintaining good relationships with referral sources, helping to target and analyze potential member/client files.
  • Acting on business opportunities and presenting information to partners to help members and clients reach their financial goals.
  • Monitoring the industry to identify business development opportunities and staying on top of new products and trends.

What We Offer

  • Competitive salary and annual bonus.
  • Four weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan providing predictable, stable income throughout retirement.
  • Group insurance, including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.

What You Bring to the Table

  • Knowledge of French is required.
  • A valid driver's license and access to a vehicle.
  • Availability to work Monday to Friday, including two evenings.

No matter your career path or formal training, if you're interested in working in the financial sector, now is the time to apply. Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals, and education.

#LI-Hybrid

#MVT4

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