Advisor, Life and health insurance

Desjardins • Montreal, QC

3d • Hybrid

About The Position

As a life and health insurance 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 develop and maintain personal business relationships with clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients with diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your work and initiatives require extensive knowledge of your line of business. 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. Interpersonal savvy is therefore essential. More specifically, you will be required to: Set goals and advise members and clients on the best solutions and strategies Collect, compile and analyze data. Prepare reports and recommendations Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed Support project teams and coordinate follow-up for all activities Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Requirements

• Bachelor's degree in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Advanced proficiency of English

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
• Sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices.
• Develop and maintain personal business relationships with clients.
• Promote and sell products and services in accordance with unit’s business objectives and strategies.
• Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.
• Analyze member/client needs, develop and implement personalized solutions, and present integrated service offers.
• Advise and assist current and potential members and clients.
• Represent Desjardins and enter the organization into agreements with clients.
• Establish and negotiate product and service terms.
• Set goals and advise members and clients on the best solutions and strategies.
• Collect, compile and analyze data.
• Prepare reports and recommendations.
• Oversee portfolios.
• Assess customer satisfaction and service quality, follow up and make improvements as needed.
• Support project teams and coordinate follow-up for all activities.
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level