Financial security advisor, and health insurance

Job Responsibilities

As a life and health insurance financial security advisor, you serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance, and life and health insurance claims settlement.

You promote and sell financial security products and services, communicate effectively to understand clients’ expressed needs, analyze client needs and develop personalized solutions, ensure member/client satisfaction and service quality in accordance with the organization’s standards, and represent the organization in negotiating agreements with clients. Interpersonal savvy is essential, and you tailor your approach as needed.

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

• College diploma in a related field
• Minimum two years of relevant experience (other combinations may be considered)
• Representative’s certificate in damage insurance (AMF)
• Knowledge of French is required
• Available for travel to the Caisse Desjardins de Rivière-du-Loup service centers
• Valid driver's license and vehicle access
• Available to work Monday to Friday, including two evenings per week

At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming, respecting and valuing people for who they are, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind.

Life and health insurance (FG)