Financial security advisor


Website Desjardins

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!Job LevelNV-09As 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, 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 therefore essential. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.You develop and maintain business relationships with important clients who have complex, diverse needs. The ability to tailor your approach as needed is therefore essential.

Your complex work and initiatives require extensive knowledge of your line of business.You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.General Information on the PositionMain ResponsibilitiesSell and provide advice on life, health, disability and critical illness insurance productsAssess 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 filesAct on business opportunities and present information to partners so that members and clients can reach their financial goalsMonitor the industry to identify business development opportunities and stay on top of new products and trends.Other working conditionsSchedule : 35 hours/week, Monday to Friday, including 2 evening shiftsThe work arrangement for the position is hybrid work #LI-HybridNumber of jobs available : 1QualificationsBachelor’s degree in a related fieldA minimum of 4 years of relevant experience Please note that other combinations of qualifications and relevant experience may be consideredHold a mutual fund representative certificate – Autorité des marchés financiersFor vacant positions available in Quebec, please note that knowledge of French is required#MVT4Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobCommunicates effectively, Interpersonal Savvy, Situational adaptabilityWork LocationService Signature Desjardins (SSD) Richelieu-YamaskaTrade UnionNon SyndiquéUnposting Date2023-12-31Job FamilyMember/client sales and service (FG)Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.