Financial Security Advisor - Insurance Focus (Quebec City)

Financial Security Advisor - Insurance Focus (Quebec City)

18 Aug
|
Desjardins
|
Quebec City

18 Aug

Desjardins

Quebec City

As a Financial Security Advisor at Desjardins, your mission is to assist clients in navigating their life and health insurance needs with customized service. Robust communication and interpersonal skills are essential for this client-facing role.

You will leverage your expertise in life and health insurance to build meaningful relationships and accurately assess client needs. You're responsible for promoting various insurance products and managing business relationships to ensure member satisfaction and loyalty. This role requires effective analysis and a proactive approach to delivering optimal insurance solutions.

Key Responsibilities:
• Develop and maintain client relationships in insurance
• Promote life, health, and travel insurance products




• Analyze and respond to members’ expressed needs
• Provide exceptional service and support to clients
• Negotiate and finalize agreements with clients

Requirements:
• College diploma in a related field
• Two years of experience in a relevant role
• Certificate in damage insurance (AMF)
• Bilingualism in French is necessary
• Must have a valid driver’s license

Utilize your skills to empower clients with reliable insurance options and build a lasting impact at Desjardins.
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📌 Financial Security Advisor - Insurance Focus (Quebec City)
🏢 Desjardins
📍 Quebec City

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