Become a vital part of Desjardins as a Financial Security Advisor specializing in life and health insurance, where you will support and guide clients towards achieving their financial security goals. Robust analytical skills and a focus on member needs are crucial. This role involves selling life and health insurance products and establishing enduring relationships with clients.
You will conduct needs assessments and tailor insurance plans, ensuring that client satisfaction aligns with organizational standards. A diploma in a related field and two years of experience are required to drive success in this position. Key Responsibilities:
Serve existing clients and solicit current business prospects
Promote life and health insurance products based on client needs
Analyze client requirements to develop personalized insurance solutions
Ensure compliance with service quality standards
Represent Desjardins in negotiations with clients Requirements:
College diploma required
At least two years of relevant work experience
AMF representative certificate needed
Proficiency in French is required
Must possess a valid driver’s license and a vehicle Excel in providing life and health insurance solutions while enhancing the overall client experience at Desjardins.