Financial security advisor, Life and health insurance

October 08, 2019

(Work place: Dolbeau-Mistassini, Roberval)

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-08As a life and health insurance financial security 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 promote and sell financial security products and services to individual and business clients. You analyze member/client needs and recommend personalized solutions. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.You develop and maintain business relationships with clients who have diverse needs. The ability to tailor your approach as needed is therefore essential. Your work and initiatives require extensive knowledge of your line of business.You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

Other working condition

  • Number of job available :  1

Qualifications

  • Bachelor’s degree in a related field
  • Minimum of 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, Customer Focus, Innovation, Interpersonal Savvy, Networks, Situational adaptability

Work Location

843, boul.St-Joseph Roberval

Trade Union

Non Syndiqué

Unposting Date

2019-10-21

Job Family

Member/client sales and service (FG)

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