At a Glance
- Tasks: Help clients with life and health insurance needs while building strong relationships.
- Company: Join a leading organization committed to equity, diversity, and inclusion.
- Benefits: Enjoy competitive salary, flexible vacation, and comprehensive health benefits.
- Other info: Opportunities for growth in a supportive and dynamic work environment.
- Why this job: Make a real difference in people's lives by providing tailored financial solutions.
- Qualifications: Life Insurance Representative Certificate and strong communication skills required.
The predicted salary is between 62100 - 75900 $ per year.
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, travel insurance and life and health insurance claims settlement.
You help promote and sell financial security products and services. The ability to communicate effectively and thoroughly understand clients' expressed needs is therefore essential. You help analyze member/client needs and develop personalized solutions. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You support current and potential members and clients. The ability to tailor your approach as needed is therefore essential. You represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential.
More specifically, you will be required to:
- Have a Life Insurance Representative Certificate – Autorité des marchés financiers (AMF)
- Knowledge of French is required
- Be available for travel to the Caisse Desjardins de Rivière-du-Loup service centers
- Have a valid driver's license and access to a vehicle
- Be available to work Monday to Friday, including two evenings per week
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!
Financial Security Advisor, Life and Health Insurance in Alma employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
