Financial Security Advisor, Life and Health Insurance

This is a fully remote position, open to applicants in Canada.

📋 Description

• Engage in serving, prospecting, soliciting, and cultivating business relationships with members and clients.

• Market life and health insurance products and services through various distribution channels tailored to member/client needs and existing strategies.

• Evaluate member/client requirements and propose customized solutions.

• Balance sales goals with effective risk management, profitability, and member/client satisfaction.

• Build and maintain personal business relationships with clients who have intricate and varied needs.

• Provide guidance and support to existing and prospective members and clients.

• Represent Desjardins and formalize agreements with clients.

• Define and negotiate terms for products and services in alignment with established standards and procedures.

• Market and offer advice on life, health, disability, and critical illness insurance products.

• Evaluate customer satisfaction and service quality, ensuring follow-ups and necessary improvements.

• Cultivate and sustain relationships with referral sources.

• Assist in identifying and analyzing potential member/client profiles.

• Act on business prospects and present information to partners to help members and clients achieve their financial objectives.

• Stay informed on industry trends to identify business development opportunities and new product offerings.

⛳️ Requirements

• A bachelor's degree in a relevant field.

• At least one year of pertinent experience.

• Other combinations of qualifications and relevant experience may be taken into account.

• Representative's certificate in damage insurance (AMF).

• Proficiency in French is mandatory.

• Proactive and action-oriented.

• Strong communication skills.

• Customer-centric approach.

• Ability to embrace diversity.

• Excellent interpersonal skills.

• Quick learner.

• Adaptability to various situations.

🏝️ Benefits

• Competitive salary along with an annual bonus.

• Four weeks of flexible vacation starting from the first year.

• Defined benefit pension plan offering predictable and stable income during retirement.

• Group insurance including telemedicine services.

• Reimbursement for health and wellness expenses as well as telework equipment.