Job Description
Join Desjardins as a Financial Security Advisor, specializing in life and health insurance. Help clients navigate their insurance needs and offer personalized financial solutions.
This role requires effectively connecting with members and clients to identify their insurance needs across individual and group plans, retirement savings, and beyond. Your focus will be on creating tailored offerings while ensuring compliance with organizational standards and fostering client satisfaction.
Key Responsibilities:
• Prospect for and develop business relationships with clients
• Promote and sell life and health insurance products
• Customize solutions based on client feedback and needs
• Communicate effectively and ensure service quality
• Represent Desjardins in negotiations with clients
Requirements:
• College diploma in a related area
• At least two years of relevant experience
• AMF certification in damage...
This role requires effectively connecting with members and clients to identify their insurance needs across individual and group plans, retirement savings, and beyond. Your focus will be on creating tailored offerings while ensuring compliance with organizational standards and fostering client satisfaction.
Key Responsibilities:
• Prospect for and develop business relationships with clients
• Promote and sell life and health insurance products
• Customize solutions based on client feedback and needs
• Communicate effectively and ensure service quality
• Represent Desjardins in negotiations with clients
Requirements:
• College diploma in a related area
• At least two years of relevant experience
• AMF certification in damage...
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