Financial Security Advisor

Financial Security Advisor at Desjardins

Our network of more than 200 financial security advisors plays a key role in the industry. We’re expanding this great team and have opportunities in different regions of Quebec.

Responsibilities

• Proactively sell insurance products and services (life, health, disability, critical illness) based on the needs of Desjardins members and clients.
• Assess client satisfaction and service quality, follow up and make improvements as needed.
• Establish and maintain good relationships with referral sources, targeting and analyzing potential member / client files.
• Act on business opportunities and present information to partners so members and clients can reach financial goals.
• Monitor the industry to identify business development opportunities and stay on top of new products and trends.

What We Offer

What You Bring To The Table

Job Family : Life and health insurance (FG)

Seniority level : Entry level

Employment type : Full-time

Job function : Finance and Sales

Industry : Banking

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind. Our teams should reflect the diversity of the members, clients, and communities we serve.

If there's something we can do to make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

#J-18808-Ljbffr