Financial security advisor, Life and health insurance

Financial security advisor, Life and health insurance

Full-Time On-site
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Job Responsibilities

As a life and health insurance financial security advisor, you 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 promote and sell financial security products and services, communicate effectively to understand clients’ expressed needs, analyze client needs and develop personalized solutions, ensure member/client satisfaction and service quality in accordance with the organization’s standards, and represent the organization in negotiating agreements with clients. Interpersonal savvy is essential, and you tailor your approach as needed.

What We Offer

  • 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

What You Bring To The Table

  • College diploma in a related field
  • Minimum two years of relevant experience (other combinations may be considered)
  • Representative’s certificate in damage insurance (AMF)
  • Knowledge of French is required
  • Available for travel to the Caisse Desjardins de Rivière-du-Loup service centers
  • Valid driver's license and vehicle access
  • Available to work Monday to Friday, including two evenings per week

At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming, respecting and valuing people for who they are, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind.

Job Family

Life and health insurance (FG)

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Financial security advisor, Life and health insurance 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.

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Contact Details:

Desjardins Recruitment Team