Financial Security Advisor - Sales and Business Development
Desjardins
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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