Financial Security Advisor - Sales and Business Development
Val d'Or, Canada
30d ago

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-

Job Level

NV-07The person in this position is in learning regarding business development and maintenance in the area of financial security to his / her assigned clients.

General Information on the Position

Main Responsibilities

  • Analyze client's financial security needs and propose a personalized solution.
  • Sell life, health, disability and critical illness insurance to individuals and businesses.
  • Support partner's advisors in targeting and analyzing potential client files and follow up with them.
  • Establish and maintain a harmonious business relationship with partners and encourage them to use the services that can be offered to them.
  • Contribute to business development with partners by referring clients whom they can serve or for whom they have an agreement with another network component.
  • Qualifications

  • Bachelor's degree in a related field
  • 0 to 1 year of relevant experience
  • Insurance of Persons Representative Certificate
  • Job Family

    Sales and Business Development (Life and Health)

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