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Client Relationship & Business Development Associate
Client Relationship & Business Development AssociateMaria Pecorella Desjardins Insurance • Nepean, ON, CA
Client Relationship & Business Development Associate

Client Relationship & Business Development Associate

Maria Pecorella Desjardins Insurance • Nepean, ON, CA
19 days ago
Job type
  • Full-time
Job description
Benefits:
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Training & development


Position Overview


At Maria Pecorella’s Desjardins Insurance Agency, we build strong, lasting relationships by ensuring clients feel confident and supported in their insurance and financial protection. We are looking for a Client Relationship & Business Development Associate to work with our existing book of business—reviewing coverage, identifying needs, uncovering sales opportunities, and supporting clients through key life events.


If you enjoy connecting with people, understanding their goals, and offering guidance that truly helps, this is an excellent opportunity to grow within the insurance and financial services industry.


Responsibilities


  • Proactively reach out to existing clients to complete account reviews and identify new opportunities.
  • Build and maintain strong relationships through personalized communication and follow‑up.
  • Recommend tailored insurance solutions across home, auto, life, health, and financial services.
  • Educate clients on product options and assist with digital tools and online account setup.
  • Accurately document all client interactions and recommendations.
  • Collaborate with team members to ensure a smooth and positive client experience.
Qualifications


  • Recent college or university graduates are encouraged to apply.
  • 3-5 years of customer service or sales experience is an asset.
  • Second‑language communication skills are valued.
  • Strong communication, listening, and relationship‑building abilities.
  • Must be able to obtain required insurance licenses (if not already licensed).
  • Comfortable engaging clients by phone, email, and virtual platforms.
Company Culture


Our Agency is warm, collaborative, and supportive. We celebrate team achievements, encourage professional growth, and always put client care first. We’re also active in the community, participating in local fundraisers, charity walks, and events that make a meaningful impact. If you value teamwork, connection, and giving back, you’ll fit right in.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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Client Relationship & Business Development Associate • Nepean, ON, CA

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