Financial security advisor, Life and health insurance
2 weeks 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, travel insurance and life and health insurance claims settlement. You promote and sell financial security products and services. 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 personal business relationships with clients who have complex, diverse needs. The ability to tailor your approach as needed is therefore essential. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. 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 potential member/client filesMonitor 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 one year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – 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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Montreal West, Canada Desjardins Full timeFinancial Security Advisor – Life & Health Insurance Desjardins is seeking a Financial Security Advisor for Life and Health Insurance. Join to apply for the Financial security advisor, Life and health insurance role at Desjardins. Responsibilities Use marketing programs to create sales opportunities and sell life, health, disability and critical illness...
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Montreal West, Canada Desjardins Full timeFinancial security advisor, Life and health insurance Join to apply for the Financial security advisor, Life and health insurance role at Desjardins. 2 days ago Be among the first 25 applicants As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and...
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Financial Security Advisor — Life
1 week ago
Montreal West, Canada Desjardins Full timeA financial institution in Quebec is seeking a motivated Financial Security Advisor for a full-time position. The role involves selling life and health insurance products, maintaining client relationships, and providing tailored financial solutions. Candidates should have a bachelor's degree and a year of relevant experience, with a requirement for knowledge...
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Montreal (administrative region), Canada Desjardins Group Full time## Financial security advisor, Life and health insuranceAs 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...
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SUN LIFE FINANCIAL ADVISOR
2 weeks ago
Montreal, Canada Sun Life Financial Full timeSUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Montreal, Quebec time type Full time posted on Posted Yesterday job requisition id JR00034445 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic...
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Montreal, 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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Montreal, 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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Montreal, 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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Montreal, 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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Montreal, 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...
