Senior Insurance Advisor
2 days ago
Job Summary
We are seeking a highly motivated Senior Insurance Advisor to join our team at Desjardins. In this role, you will be responsible for serving and developing business relationships with members and clients.
About the Role
The successful candidate will help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Key focus areas include individual insurance, group insurance, and retirement savings plans.
You will promote and sell financial security products and services, analyzing member/client needs and recommending personalized solutions. Effective communication and thorough understanding of clients' expressed needs are essential.
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
- Act on business opportunities and present information to partners to help members and clients reach their financial goals
- Monitor the industry to identify business development opportunities and stay on top of new products and trends
What We Offer
- Estimated salary: $70,000 - $100,000 per year
- Competitive bonus structure
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan
- 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
- Valid driver's license and access to a vehicle
About Us
Desjardins is a leading financial institution in Canada, dedicated to providing exceptional service and supporting the growth of our community.
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