Apply life and health insurance expertise as a Financial Security Advisor serving members and clients through multiple distribution channels. Personalized advice and transparent communication are essential.
At Desjardins, this advisor sells financial security products and services based on expressed needs. The work includes individual and group insurance, retirement savings plans, segregated funds, travel insurance, and claims settlement. You will analyze needs, develop solutions, and maintain relationships.
Key Responsibilities:
- Sell life, health, disability, and critical illness insurance products
- Analyze member and client needs for personalized solutions
- Assess satisfaction and service quality, then improve as needed
- Maintain relationships with referral sources and clients
- Monitor industry products, trends, and development opportunities
Requirements:
- College diploma in a related field
- Minimum two years of relevant experience
- Representative’s certificate in damage insurance from AMF
- Knowledge of French is required
- Other qualification and experience combinations may be considered
Bring insurance advice, client relationship development, and effective communication to Desjardins financial security services.
📌 Life Health Insurance Advisor (Canada)
🏢 Desjardins
📍 Canada
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