Publié il y a 7 jours
Financial security advisor, Life and health insurance
@ Desjardins Financial Security
Alma, Québec
En bref
Desjardins Financial Security is hiring a financial security advisor to sell and advise on life, health, disability and critical illness insurance. The role involves prospecting, analyzing client needs and building personalized solutions, with a full-time schedule Monday to Friday including two evenings per week. The posting states a competitive salary with annual bonus, 4 weeks of flexible vacation, a defined benefit pension plan and group insurance.
Responsabilités :
- Sell and advise on life, health, disability and critical illness insurance
- Assess customer satisfaction and service quality
- Prospect and develop member and client relationships
- Analyze client needs and build personalized solutions
- Monitor industry trends for business opportunities
Résumé des exigences :
- College diploma in a related field
- Minimum two years of relevant experience
- AMF damage insurance representative's certificate
- Knowledge of French required
- Valid driver's licence and access to a vehicle
- Available Monday to Friday, including two evenings per week
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-11-04
- Première détection par notre source
- 2026-11-05
- Mise à jour du dossier source
- 2026-11-05
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Ventes |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 37.5 |
| Horaire | jour, soir |
| Déplacements | avion : aucun · route : modérés |
| Milieu de travail | Bureau, Chez les clients |
| Position | Assis et debout |
| Exigences physiques | physique faible · ordinateur modéré |
| Langues | French, English |
| Permis et certifications | AMF representative's certificate in damage insurance |
| Permis de conduire | exigé, avec véhicule |
| Formation | Collégial (DEC) (exigé) |
| Avantages mentionnés | Congés payés généreux, Horaire flexible, Régime de retraite, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Desjardins Financial Security
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- Abonnés LinkedIn
- 379 882
- Personnes associées sur LinkedIn
- 43 673
- Bureaux déclarés
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Catégories d’activité
- Banking
- InsurTech
- Insurance
- Financial Services
- Autres noms enregistrés
- Desjardins
- Spécialités
- Services financiers
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Lévis, Québec |
| Type d’organisation | Privately Held |
| Spécialités | Services financiers |
| Offres sur Jobsy | 38 |
| Voir la page |
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 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. 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
- Help 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.
#LI-Hybrid
What you bring to the table
- College diploma in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Representative’s certificate in damage insurance (AMF)
- Knowledge of French is required
- Available for travel to the service centres of Caisse Desjardins d'Alma
- Must have a valid driver's license and access to a vehicle to ensure mobility
- Available to work Monday through Friday, including two evenings per week
Equity, Diversity, Inclusion and Accessibility
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!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)Unposting Date
2026-11-20Journal
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