Financial Security Advisor

Financial Security Advisor – Desjardins

We’re expanding our network of over 200 financial security advisors across Quebec. If you’re a life and health insurance professional, you’ll be expected to:

• Work as a team to proactively sell insurance products and services, including life, health, disability and critical illness insurance, 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; 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.

What We Offer

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