Apply life and health insurance expertise at Desjardins, advising members and clients through personalized financial security solutions. This hybrid position serves Caisse Desjardins d'Alma service centres.
As a Financial Security Advisor, you will sell insurance products and services while developing member and client relationships. Your work includes individual and group insurance, retirement savings plans, segregated funds, travel insurance, and claims settlement. Effective communication and needs analysis guide each recommendation.
Key Responsibilities: Sell and advise on life, health, disability, and critical illness insurance
Analyze client needs and develop personalized financial security solutions
Assess satisfaction, follow up, and improve service quality




Maintain relationships with referral sources and target potential files
Monitor industry trends and identify development opportunities
Requirements: College diploma in a related field
At least two years of relevant experience
Representative's certificate in damage insurance from AMF
Knowledge of French and a valid driver's license
Availability for travel and two evening shifts weekly
Bring insurance advice, client relationship management, and needs analysis skills to Desjardins financial security services.

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📌 Life and Health Insurance Advisor (Quebec City)
🏢 Relevance
📍 Quebec City