Financial security advisor - Jobs in Shawinigan, QC

Job Description

At Desjardins, we believe in equity, diversity and inclusion. Were 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 theres something we can do to help make the recruitment process or the job youre applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job LevelNV-06As 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 help promote and sell financial security products and services. The ability to communicate effectively and thoroughly understand clients expressed needs is therefore essential. You help analyze member/client needs and develop personalized solutions. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.You support current and potential members and clients. The ability to tailor your approach as needed is therefore essential. You represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential.General Information on the PositionMain Responsibilities

• Sell and provide advice on life, health, disability and critical illness insurance products
• Assess customer satisfaction and service quality, follow up and make improvements as needed. Establish and maintain good relationships with referral sources. Help target and analyze potential member/client files
• Act on business opportunities and present information to partners so that members and clients can reach their financial goals
• Help monitor the industry to identify business development opportunities and stay on top of new products and trends.

Other working conditions

• Must have a valid driver’s license and access to a vehicle
• Schedule : 35 hours/week, Monday to Friday, including 2 evening shift
• Workplace:The work arrangement for the position is hybrid work #LI-Hybrid
• Travel : Occasional
• Number of jobs available : 1

Qualifications

• College diploma in a related field
• A minimum of 2 years of relevant experience

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

• Hold the representatives certificate in Insurance of persons - Autorité des marchés financiers
• For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobInterpersonal Savvy, Situational adaptabilityWork LocationCaisse Desjardins du Centre-de-la-MauricieTrade UnionNon SyndiquéUnposting Date2022-10-26Job FamilyMember/client sales and service (FG)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.Quick Apply

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