FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Security Advisor, Life and Health Insurance
Desjardins. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling life and health insurance products while providing personalized solutions to meet client needs. Strong ability to analyze market trends and maintain high levels of customer satisfaction through effective communication and relationship management.
Highest-signal resume keywords
Life Insurance SalesHealth Insurance SalesCustomer Satisfaction AssessmentBusiness DevelopmentRepresentative's Certificate in Damage Insurance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Security ProductsInsurance Product KnowledgeClient Relationship ManagementNeeds AnalysisNegotiation Skills
Soft Skills
Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedSituational Adaptability
Certifications & Qualifications
Representative's Certificate in Damage Insurance (AMF)
Industry Keywords
Insurance ProductsBusiness RelationshipsClient NeedsService QualityMarket Trends
About the role
Key responsibilities & impact- 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
- Promote and sell financial security products and services
- Analyze member/client needs and develop personalized solutions
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Support current and potential members and clients
- Represent the organization and help negotiate agreements with clients
- 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
Requirements
What you’ll need- College diploma in a related field
- A minimum of two years of relevant experience
- 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 de Vaudreuil-Soulanges and Caisse Desjardins du Sud-Ouest de la Montérégie
- Must have a valid driver's license and access to a vehicle
- Available to work Monday through Friday, including two evenings per week
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
Comp & perks- 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