Conseiller ou Conseillère en Sécurité Financière

June 06, 2019

(Work place: Shawinigan)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-06As a life and health insurance advisor, you help 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 help develop and maintain business relationships with members and clients. You drive results by reviewing special information requests and promoting and selling specialized products based on client needs and your unit’s business objectives and strategies. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.You support current and potential members and clients, represent the organization, and help negotiate agreements with clients. Interpersonal savvy is therefore essential.

Other working condition

  • Number of job available : 1 

Qualifications

  • College diploma in a relevant field
  • Two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required  

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Networks, Situational adaptability

Work Location

Caisse Desjardins du Centre-de-la-Mauricie

Trade Union

Non Syndiqué

Unposting Date

2019-06-7

Job Family

Member/client sales and service (FG)

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