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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 analyzing client needs to develop tailored solutions. Strong focus on client satisfaction and service quality, with the ability to negotiate agreements effectively.
Highest-signal resume keywords
Life Insurance Representative CertificateClient Relationship ManagementNeeds AnalysisNegotiation SkillsBilingual in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance SalesHealth Insurance SalesFinancial Security ProductsPersonalized Solutions DevelopmentService Quality Assurance
Soft Skills
Client SupportCommunication SkillsProblem-Solving
Certifications & Qualifications
Life Insurance Representative Certificate – Autorité Des Marchés Financiers (AMF)
Industry Keywords
Business RelationshipsDistribution ChannelsMember SatisfactionTravel RequirementsService Standards
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 organizational standards and procedures
- Support current and potential members and clients
- Represent the organization and help negotiate agreements with clients
- Travel to the Caisse Desjardins de Rivière-du-Loup service centers
Requirements
What you’ll need- Life Insurance Representative Certificate – Autorité des marchés financiers (AMF)
- Knowledge of French is required
- Available for travel to the Caisse Desjardins de Rivière-du-Loup service centers
- Must have a valid driver's license and access to a vehicle
- Available to work Monday to Friday, including two evening per week
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