Serve Desjardins members and clients as a life and health insurance advisor, using effective communication and personalized financial solutions.
You will prospect, solicit, and develop business relationships while supporting current and potential members and clients. The work covers individual and group insurance, retirement savings plans, brokerage, segregated funds, travel insurance, and claims settlement. You will promote financial security products through multiple distribution channels, analyze expressed needs, and maintain service quality under organizational standards and procedures.
Key Responsibilities:
- Serve, prospect for, and solicit members and clients
- Develop and maintain business relationships with clients
- Analyze needs and develop personalized solutions
- Promote and sell financial security products and services
- Represent the organization and negotiate client agreements
Requirements:
- Hold a Life Insurance Representative Certificate from the AMF
- Knowledge of French is required
- Travel to Caisse Desjardins de Rivière-du-Loup service centers
- Valid driver's license and access to a vehicle
- Availability Monday to Friday, including two evenings weekly
Apply your insurance expertise, communication skills, and client focus to support personalized financial security solutions at Desjardins.
📌 Life and Health Insurance Advisor (Canada)
🏢 Desjardins
📍 Canada
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