[Hiring] Advisor, Life and health insurance @Desjardins

Role Description

As 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
• Retirement savings plans
• Insurance brokerage
• Segregated funds
• Travel insurance
• Life and health insurance claims settlement

You develop and maintain personal business relationships with clients and drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability, and member/client satisfaction. You work with clients with diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients, representing Desjardins and entering the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

More specifically, you will be required to:

• Set goals and advise members and clients on the best solutions and strategies
• Collect, compile and analyze data; prepare reports and recommendations
• Oversee portfolios; assess customer satisfaction and service quality, follow up and make improvements as needed
• Support project teams and coordinate follow-up for all activities
• Monitor the industry to stay on top of the latest trends, opportunities, and best practices in your field

Qualifications

• Bachelor's degree in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Advanced proficiency of English, both oral and written
• Business insight
• Communicates effectively
• Complexity
• Drive results
• Interpersonal Savvy

Requirements

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

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• *Benefits apply based on eligibility criteria

Company Description

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. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients, and communities we serve.

If there's something we can do to help 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!