Financial Security Specialist

1 week ago


Drummondville, Quebec, Canada Desjardins Full time
About the Role

We are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals.

Key Responsibilities
  • Sell and provide advice on life, health, disability, and critical illness insurance products to meet the diverse needs of our clients.
  • Assess customer satisfaction and service quality, and make improvements as needed to ensure exceptional client experiences.
  • Establish and maintain strong relationships with referral sources to drive business growth and expansion.
  • Act on business opportunities and present information to partners to help our clients reach their financial objectives.
  • Stay up-to-date with industry trends and developments to identify new business opportunities and stay ahead of the competition.
What We Offer
  • A competitive salary and annual bonus package.
  • Four weeks of flexible vacation time to recharge and refocus.
  • A defined benefit pension plan that provides predictable, stable income throughout retirement.
  • Group insurance, including telemedicine, to support your physical and mental well-being.
  • Reimbursement of health and wellness expenses and telework equipment to enhance your work-life balance.
Requirements
  • Bachelor's degree in a related field, such as finance, business, or a related field.
  • A minimum of one year of relevant experience in the insurance industry.
  • Representative certificate in Insurance of persons - Autorité des marchés financiers.
  • Proficiency in French is required.
  • A valid driver's license and access to a vehicle are necessary for this role.


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