Financial security advisor, Life and health insurance

1 week ago

Sherbrooke, Quebec, Canada Desjardins Full time

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 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 files

  • Act on business opportunities and present information to partners so that members and clients can reach their financial goals

  • Monitor the industry to identify business development opportunities and stay on top of new products and trends.

What we offer*

  • Competitive salary and annual bonus

  • 4 weeks of flexible vacation starting in the first year

  • Defined benefit pension plan that provides predictable, stable income throughout retirement

  • Group insurance including telemedicine

  • Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

  • Bachelor's degree in a related field

  • A minimum of four years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Mutual fund personnal insurance – Autorité des marchés financiers

  • Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family

Member/client sales and service (FG)

Unposting Date

  • Advisor, Securities

    7 days ago

    Sherbrooke, Quebec, Canada Desjardins Full time

    As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,...

  • Associate Financial Advisor

    7 days ago

    Sherbrooke, Quebec, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Personal Finance Advisor

    2 weeks ago

    Sherbrooke, Quebec, Canada Desjardins Full time $60,000 - $120,000 per year

    As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...

  • Wealth Management Advisor

    2 days ago

    Sherbrooke, Quebec, Canada Desjardins Full time

    As a wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial...

  • Administrative Assistant- EN

    7 days ago

    Sherbrooke, Quebec, Canada RBC Dominion Securities Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative...

  • Administrative Assistant

    7 days ago

    Sherbrooke, Quebec, Canada RBC Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Administrative Assistant to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative...

  • Communications Advisor

    7 days ago

    Sherbrooke, Quebec, Canada Desjardins Full time

    The incumbent assists, supports and advises caisse managers in selecting, applying and implementing communications solutions, practices, programs and tools.More specifically, you will be required to:Participate with the caisse management committee to develop the annual communications activities plan within the allocated budget. Provide advisory support to...

  • Communications Advisor

    2 weeks ago

    Sherbrooke, Quebec, Canada Desjardins Full time US$60,000 - US$90,000 per year

    The incumbent assists, supports and advises caisse managers in selecting, applying and implementing communications solutions, practices, programs and tools.More specifically, you will be required to:Participate with the caisse management committee to develop the annual communications activities plan within the allocated budget. Provide advisory support to...

  • RN (registered nurse)

    1 week ago

    Sherbrooke, Quebec, Canada CIUSSS de l'Estrie - CHUS Full time

    OverviewLanguagesFrenchEducationBachelor's degreeExperienceExperience an assetOn siteWork must be completed at the physical location. There is no option to work remotely.Work settingHospital or home for the agedHospital/medical facility or clinicResponsibilitiesTasksAddress and document symptoms and changes in patients' conditionsAssess patients to identify...

  • Product manager

    2 weeks ago

    Sherbrooke, Quebec, Canada Sherweb Full time $90,000 - $120,000 per year

    Work Term: PermanentWork Language: EnglishHours: 40 hours per weekEducation: Bachelor's degreeExperience: 5 years or moreWork settingManagementInformation technologyTasksReview and evaluate commercial or industrial development proposalsDevelop portfolio of marketing materialsDevelop and implement business plansConsult with clients after sale to provide...