Life and Health Insurance Advisor

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

📋 Description

• Engage, prospect, solicit, and nurture business relationships with members and clients.

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

• Emphasize individual insurance, group insurance, retirement savings plans, insurance brokerage, segregated funds, travel insurance, and the settlement of life and health insurance claims.

• Cultivate and maintain personal business relationships with clients.

• Promote and sell products and services in alignment with business objectives and strategies.

• Balance sales targets with prudent risk management, profitability, and member/client satisfaction.

• Analyze member/client needs, devise and implement personalized solutions, and present integrated service offerings.

• Provide advice and assistance to current and prospective members and clients.

• Represent Desjardins and formalize agreements with clients.

• Establish and negotiate terms for products and services.

• Set objectives and advise members and clients on optimal solutions and strategies.

• Gather, compile, and analyze data; generate reports and recommendations.

• Manage portfolios; evaluate customer satisfaction and service quality, follow up, and implement improvements as necessary.

• Assist project teams and coordinate follow-up for all activities.

• Keep abreast of industry trends, opportunities, and best practices.

⛳️ Requirements

• Bachelor's degree in a relevant field.

• A minimum of two years of pertinent experience.

• Alternative combinations of qualifications and relevant experience may be considered.

• Proficiency in French is required.

• Advanced English proficiency, both spoken and written, due to the nature of the work and interactions with English-speaking partners, members, and/or clients.

• Strong business acumen.

• Effective communication skills.

• Ability to navigate complexity.

• Results-driven mindset.

• Interpersonal savvy.

🏝️ Benefits

• Competitive salary along with an annual bonus.

• 4 weeks of flexible vacation starting in the first year.

• Defined benefit pension plan offering predictable, stable income in retirement.

• Group insurance that includes telemedicine services.

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