Financial security advisor, Life and health insurance
5 days 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 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 clients who have diverse needs. The ability to tailor your approach as needed is therefore essential. Your 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 agreements with clients. You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:Use marketing programs to create sales opportunities and sell 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. 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* What you bring to the table Bachelor's degree in a related fieldA minimum of two years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredLife Insurance Representative Certificate – Autorité des marchés financiersKnowledge of French is requiredAction oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability#LI-RemoteTrade Union (If applicable)
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Montreal, 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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Montreal West, Canada Desjardins Full timeFinancial Security Advisor – Life & Health Insurance Desjardins is looking for a dedicated Financial Security Advisor to sell life and health insurance products and services. Responsibilities Serve, prospect for, solicit, and develop and maintain business relationships with members and clients. Sell life, health, disability and critical illness insurance...
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Montreal-Ouest, Canada Desjardins Full timeFinancial Security Advisor – Life & Health Insurance Desjardins is looking for a dedicated Financial Security Advisor to sell life and health insurance products and services. Responsibilities Serve, prospect for, solicit, and develop and maintain business relationships with members and clients. Sell life, health, disability and critical illness insurance...
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Financial Security Advisor: Life
3 weeks ago
Montreal-Ouest, Canada Desjardins Full timeA leading financial institution is seeking a dedicated Financial Security Advisor in Montreal West, Quebec. This role involves selling life and health insurance products while building strong business relationships. The ideal candidate will possess a Bachelor's degree, a Life Insurance Representative Certificate, and a customer-focused approach. Benefits...
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Financial Security Advisor: Life
4 weeks ago
Montreal West, Canada Desjardins Full timeA leading financial institution is seeking a dedicated Financial Security Advisor in Montreal West, Quebec. This role involves selling life and health insurance products while building strong business relationships. The ideal candidate will possess a Bachelor's degree, a Life Insurance Representative Certificate, and a customer-focused approach. Benefits...
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Montreal, Quebec, Canada Desjardins Full time $60,000 - $90,000 per yearAs 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 time $60,000 - $120,000 per yearAs 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 time $60,000 - $120,000 per yearAs 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, Toronto, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, 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...
