Advise clients on life and health insurance while developing relationships and personalized financial security solutions. French knowledge is required for this opportunity.
As a Financial Security Advisor at Desjardins, you support members and clients through individual insurance, group insurance, retirement savings, and related products. You assess expressed needs, explain options, and tailor approaches across multiple distribution channels. Your work also includes insurance brokerage, segregated funds, travel insurance, and claims settlement.
Key Responsibilities:
- Sell and advise on life, health, disability, and critical illness insurance
- Analyze member and client needs for personalized solutions
- Assess satisfaction, follow up, and improve service quality
- Maintain relationships with referral sources and potential clients
- Monitor industry trends and identify business development opportunities
Requirements:
- College diploma in a related field
- Minimum two years of relevant experience
- Representative's certificate in damage insurance from AMF
- Knowledge of French is required
- Other qualification and experience combinations may be considered
Apply your insurance expertise, client focus, and communication skills to deliver tailored financial security advice at Desjardins.
Life Health Insurance Advisor in Forestville 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.
