Financial Security Advisor

Overview

Apply for the Financial Security Advisor role at Desjardins . The role is part of a network of more than 200 advisors across Quebec, focused on life, health, disability, and critical illness insurance.

Responsibilities

• Proactively sell insurance products and services to Desjardins members and clients.
• Assess client satisfaction and service quality, following up and making improvements as needed.
• Establish and maintain 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 informed on new products and trends.

What We Offer

• Competitive salary and annual bonus.
• Four weeks of flexible vacation starting in the ...