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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 developing and maintaining strong business relationships with clients. Proficient in analyzing client needs and providing tailored solutions to ensure satisfaction and service quality.
Highest-signal resume keywords
Life Insurance SalesHealth Insurance SalesClient Relationship ManagementBusiness DevelopmentFrench Language Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Product KnowledgeCustomer Needs AnalysisSales Strategy DevelopmentService Quality AssessmentNegotiation Skills
Soft Skills
Interpersonal CommunicationProblem SolvingCustomer Service Orientation
Certifications & Qualifications
Representative’s Certificate in Damage Insurance (AMF)
Industry Keywords
Business RelationshipsClient SatisfactionFinancial GoalsReferral SourcesMarket 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
- 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
- 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
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 d'Alma
- Must have a valid driver's license and access to a vehicle to ensure mobility
- Available to work Monday through Friday, including two evenings 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