Financial Security Advisor
Job Description
Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.
As a life and health insurance professional, you're expected to:
Work as a team as you 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 ...