Financial security advisor, Life and health insurance
1 week ago
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, and travel and life and health insurance claims settlement. You promote and sell financial security products and services to individual and business clients. You analyze member/client needs and recommend personalized solutions. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You develop and maintain business relationships with important clients who have complex, diverse needs. The ability to tailor your approach as needed is therefore essential. Your complex work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:Sell and provide advice on life, health, disability and critical illness insurance productsAssess customer satisfaction and service quality, follow up and make improvements as needed. Establish and maintain good relationships with referral sources. Help target and analyze high-potential member/client filesAct on business opportunities and present information to partners so that members and clients can reach their financial goalsMonitor the industry to identify business development opportunities and stay on top of new products and trends.What we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* #LI-HybridWhat you bring to the tableBachelor's degree in a related fieldA minimum of four years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund personnal insurance – Autorité des marchés financiersKnowledge of French is requiredAction oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptabilityTrade Union (If applicable)
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Val-d'Or, Canada Desjardins Group Full timeFinancial security advisor, Life and health insurance page is loaded## Financial security advisor, Life and health insuranceremote type: The work arrangement for the position is hybrid worklocations: Val d'Ortime type: Full timeposted on: Posted 13 Days Agojob requisition id: R2515817As a life and health insurance financial security advisor, you...
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Val-d'Or, Canada Desjardins Full timeOverviewAs a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...
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Val-d'Or, Canada Desjardins Group Full timeAs a contradicting life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies倍率 and practices....
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Val-d'Or, Canada Desjardins Group Full timeA leading insurance provider in Canada is seeking a Financial Security Advisor to sell life and health insurance products and provide tailored advice to clients. Candidates must have a Bachelor's degree and at least four years of relevant experience, with strong communication and interpersonal skills. This role involves developing business relationships and...
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Val-d'Or, Canada Desjardins Full timeA leading financial institution in Canada is seeking a Financial Security Advisor to serve clients in Val-d'Or. In this role, you will sell life and health insurance products, develop business relationships, and analyze client needs to offer tailored solutions. Candidates should have a Bachelor's degree and at least four years of relevant experience....
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Val-d'Or, Quebec, Canada Desjardins Full timeAs a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas...
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Life & Health Insurance Advisor
3 weeks ago
Val-d'Or, Canada Desjardins Full timeA leading financial services firm is seeking a Financial Security Advisor in Val-d'Or, Quebec. This role involves selling insurance products, assessing client satisfaction, and establishing strong relationships with referral sources. Applicants must demonstrate a strong knowledge of French and have a valid driver's license. The firm offers a competitive...
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Val-d'Or, Canada Desjardins Group Full timeA leading cooperative financial group in Canada is seeking a Financial Security Advisor for a hybrid role in Val-d'Or. This position involves selling and advising on life and health insurance products, analyzing client needs, and maintaining strong relationships. The ideal candidate has a Bachelor's degree, four years of relevant experience, and must be...
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Financial Security Advisor
3 weeks ago
Val-d'Or, Canada Desjardins Full timeJoin to apply for the Financial Security Advisor role at Desjardins Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec. Responsibilities Work as a team as you...
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Val-d'Or, Canada Desjardins Group Full timeA leading financial services organization in Val-d'Or is looking for a Life and Health Insurance Professional to join their expanding team. In this role, you will proactively sell various insurance products, establish strong client relationships, and ensure client satisfaction. This position offers competitive salary and benefits, including flexible vacation...
