Financial security advisor, Life and health insurance

Desjardins Group

bas saint laurent, qc, Canada
Full-time
Posted June 09, 2026

Job Description

Responsibilities

  • Assist in serving, prospecting, soliciting, and developing and maintaining 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.
  • Focus on individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement.
  • 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 negotiate agreements with clients.

Qualifications

  • College diploma in a related field...