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Financial Security Advisor

Desjardins GroupChamplain, NY

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Overview

Schedule
Full-time
Career level
Senior-level
Benefits
Health Insurance
Paid Vacation
Flexible/Unlimited PTO

Job Description

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.

As a life and health insurance professional, you're expected to:

  • Work as a team as you proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients.

  • Assess client 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.

  • Help monitor the industry to identify business development opportunities and stay on top of new products and trends.

What we offer*

  • 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

  • Benefits apply based on eligibility criteria.

What you bring to the table

  • Knowledge of French is required

  • Must have a valid driver's licence and access to a vehicle

  • Available to work Monday to Friday including 2 evenings

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Life and health insurance (FG)

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FAQs About Financial Security Advisor Jobs at Desjardins Group

What is the work location for this position at Desjardins Group?
This job at Desjardins Group is located in Champlain, NY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Desjardins Group?
Employer has not shared pay details for this role.
What employment applies to this position at Desjardins Group?
Desjardins Group lists this role as a Full-time position.
What experience level is required for this role at Desjardins Group?
Desjardins Group is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Desjardins Group?
You can apply for this role at Desjardins Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.