As 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 settlements. You
promote and sell financial security products and services. You analyze
member/client needs and recommend personalized solutions. The ability to
communicate effectively and thoroughly understand clients’ expressed needs is
therefore essential. You balance sales objectives, sound and prudent risk
management, profitability and member/client satisfaction. You develop and
maintain personal business relationships with clients who have complex, diverse
needs. The ability to tailor your approach as needed is therefore essential. You
advise and assist current and potential members and clients. You represent
Desjardins and enter the organization into agreements with clients. You also
have opportunities to establish and negotiate product and service terms in
accordance with standards and procedures. Interpersonal savvy is therefore
essential. More specifically, you will be required to: 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 Monitor the industry to identify business development
opportunities and stay on top of new products and trends. What we offer
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. What you bring to the table Bachelor's degree in a related
field A minimum of one year of relevant experience Please note that other
combinations of qualifications and relevant experience may be considered
Certificate of Representative in Personal Insurance – Autorité des marchés
financiers Knowledge of French is required Availability to travel to Caisse
Desjardins police service centres, particularly in Montreal, Boucherville, and
Boisbriand. Valid driver's license and access to a vehicle for transportation.
Availability Monday to Friday, including two evening Action oriented,
Communicates effectively, Customer Focus, Differences, Interpersonal Savvy,
Nimble learning, Situational adaptability Trade Union (If applicable) 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! Job Family Member/client sales and service (FG)
Unposting Date 2025-12-18 Desjardins Group is the largest cooperative financial
group in North America. We're the choice for over 52,000 employees and we're
named one of Canada's top employers by Mediacorp and Forbes. We offer a full
range of financial products and services and share our expertise in personal
services, business services, wealth management, life and health insurance, and
property and casualty insurance. Pursuing a career at Desjardins means being
part of an organization that puts people first.
