Financial security advisor, and health insurance

Overview

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 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 essential. You balance sales objectives, risk management, profitability and member/client satisfaction. You develop and maintain relationships with important clients who have complex, diverse needs and tailor your approach as needed.

Your work requires extensive knowledge of your line of business. You advise and assist current and potential members and clients, representing Desjardins and entering the organization into important agreements with clients. You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is essential.

• 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

• 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

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Other combinations of qualifications and relevant experience may be considered
• Mutual fund and personal insurance – Autorité des marchés financiers
• Knowledge of French is required

Action oriented, communicates effectively, customer focus, differences, interpersonal savvy, nimble learning, situational adaptability.

At Desjardins, we believe in equity, diversity and inclusion. We are 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. We have zero tolerance for discrimination of any kind. 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 more accessible, let us know. We can provide accommodations at any stage in the recruitment process.

Member/client sales and service (FG)