Financial Security Advisor, Life and Health Insurance

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

📋 Description

• Develop, maintain, and nurture business relationships with clients and members through effective prospecting and solicitation.

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

• Promote and market financial security products and services.

• Assess member/client requirements and recommend tailored solutions.

• Achieve sales goals while ensuring prudent risk management, profitability, and high levels of member/client satisfaction.

• Build and sustain personal business relationships with clients who possess complex and diverse needs.

• Offer guidance and support to both current and prospective members and clients.

• Represent Desjardins and engage in contractual agreements with clients.

• Set up and negotiate terms for products and services in line with established standards and protocols.

• Advise on and sell products related to life, health, disability, and critical illness insurance.

• Evaluate customer satisfaction and service quality, implementing improvements as necessary.

• Foster and maintain strong relationships with referral sources.

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

• Seize business opportunities and convey information to partners, enabling members and clients to achieve their financial objectives.

• Keep abreast of industry trends to identify business development opportunities and stay informed about new products.

⛳️ Requirements

• A Bachelor's degree in a relevant discipline.

• At least one year of pertinent experience.

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

• Representative's certificate in Insurance of Persons from the Autorité des marchés financiers.

• Proficiency in French is mandatory.

• Proactive and action-oriented.

• Strong communication skills.

• Customer-centric approach.

• Embraces diversity.

• Highly skilled in interpersonal relations.

• Quick to learn and adapt.

• Flexible in various situations.

🏝️ Benefits

• Attractive salary with an annual bonus opportunity.

• Four weeks of flexible vacation beginning in the first year.

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

• Group insurance that includes telemedicine services.

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