Financial Security Advisor, Life and Health Insurance

Role Overview

• Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients
• Help sell life and health insurance products and services through multiple distribution channels based on member/client needs
• 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

Requirements

• College diploma in a related field
• A minimum of two years of relevant experience
• Representative’s certificate in damage insurance (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

• 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