Service Representative - Sales and Business Development
Desjardins
Vancouver, Canada
9d 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-

edge virtual access methods.

Job Level

NV-07The person in this position provides technical support for employees working in sales.

General Information on the Position

Main Responsibilities

  • Provides technical support for employees working in sales with respect to client care services and administrative procedures.
  • Collects the information necessary to prepare contracts and set up plans, as well as assuring the quality of the required information input and the resulting output.
  • Participates, where applicable, in finalist meetings to acquire and implement products or services sold.
  • Carries out quality control by ensuring that all documents for setting up or amending contracts meet the organizations quality requirements.
  • Handles the implementation of new business with the policy owner and provides training to the identified persons at the policy owner's on all aspects of the workings of their plans.
  • Qualifications

  • College diploma in a related field
  • 3 years of relevant experience
  • Valid drivers licence and vehicle is required
  • Customer focus
  • Decision quality
  • Interpersonal savvy
  • Drive for results
  • Other working conditions

  • Successful candidate will be required to conduct presentations / visits to clients
  • Number of jobs available : 1
  • Job Family

    Life and Health Insurance (G)

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