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.

📌 Life and Health Insurance Advisor (Alma)
🏢 Relevance
📍 Alma