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, health, disability, and critical illness insurance products while effectively analyzing client needs and providing personalized solutions. Strong ability to develop and maintain business relationships, ensuring customer satisfaction and profitability.
Highest-signal resume keywords
Life Insurance SalesHealth Insurance SalesClient Relationship ManagementInsurance Representative CertificationBilingual 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
Financial Security ProductsRisk ManagementSales Strategy DevelopmentCustomer Needs AnalysisProduct Negotiation
Soft Skills
Effective CommunicationCustomer FocusInterpersonal SavvyAction OrientedSituational Adaptability
Certifications & Qualifications
Representative's Certificate in Insurance of Persons
Industry Keywords
Business DevelopmentClient SatisfactionReferral SourcesInsurance ProductsMarket 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 recommend personalized solutions
- Balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction
- Develop and maintain personal business relationships with clients who have complex, diverse needs
- 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 in accordance with standards and procedures
- 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
- Monitor the industry to identify business development opportunities and stay on top of new products and trends
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Representative's certificate in Insurance of persons - Autorité des marchés financiers
- Knowledge of French is required
- 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