Advisor, Member/client sales and service

DesjardinsGranby, QC
Remote

About The Position

Temporary position for 6 months. As a member/client service advisor – sales, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs. You help build and maintain business relationships with members and clients. You drive results by reviewing specific information requests about specialized products and services and promoting and selling them based on client needs and your unit’s business objectives and strategies. You provide advisory services on standards, policies, practices and processes. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to: Establish an advisory relationship by identifying current and potential needs and supporting client retention Advise members and clients on specialized products and services. Review requests, research solutions and make recommendations Identify trends, weaknesses and opportunities. Make recommendations Assist members and clients, listen to their needs and propose personalized solutions Help identify your unit’s operational risks and opportunities for improvement Stay on top of the latest standards, products and services in your field.

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required
  • Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Nice To Haves

  • Other combinations of qualifications and relevant experience may be considered

Responsibilities

  • Establish an advisory relationship by identifying current and potential needs and supporting client retention
  • Advise members and clients on specialized products and services.
  • Review requests, research solutions and make recommendations
  • Identify trends, weaknesses and opportunities.
  • Make recommendations
  • Assist members and clients, listen to their needs and propose personalized solutions
  • Help identify your unit’s operational risks and opportunities for improvement
  • Stay on top of the latest standards, products and services 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
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