Advise Desjardins members and clients on life and health insurance, using effective communication to tailor solutions; this role is remote. Analyze needs and promote financial security products through multiple distribution channels.

As a life and health insurance financial security advisor, you serve, prospect for, solicit, and develop business relationships. You sell individual and group insurance, retirement savings plans, segregated funds, travel insurance, and related services. You balance sales objectives, risk management, profitability, and satisfaction.

Key Responsibilities:

- Sell life, health, disability, and critical illness insurance
- Analyze needs and recommend personalized financial security solutions
- Assess satisfaction, follow up, and improve service quality




- Develop relationships with clients and referral sources
- Monitor industry trends and identify development opportunities

Requirements:

- Bachelor's degree in a related field
- Minimum one year of relevant experience
- Representative's certificate in Insurance of persons
- Knowledge of French is required
- Other qualification and experience combinations may be considered

Bring insurance advice, relationship development, and adaptable communication to Desjardins members and clients seeking financial security solutions.

📌 Life Health Insurance Advisor (Edmonton)
🏢 Relevance
📍 Edmonton