Financial Security/Insurance Advisor Job
Financial Security/Insurance Advisor Job: By offering guidance on investments, insurance, and retirement planning, a financial security or insurance advisor assists clients in making financial decisions. They also assist customers in reaching their financial objectives, like managing their wealth or purchasing a home.
An important part of the industry is played by our network of over 200 financial security advisors who work at various Desjardins cuisses. This fantastic team is currently growing, and there are numerous opportunities in various parts of Quebec.
Financial Security/Insurance Advisor Job
“Responsibilities Of The Job”
Collaborate as a team to proactively market insurance products and services, such as critical illness, disability, health, and life insurance, based on the needs of Desjardins clients and members.
Evaluate customer satisfaction and service quality, then follow up and adjust as necessary.
Create and preserve positive connections with sources of referrals. Assist in identifying and evaluating possible client or member files.
In order to help members and clients achieve their financial objectives, take advantage of business opportunities and inform partners.
Assist in keeping an eye on the market to spot business development prospects and keep abreast of emerging trends and products.
Analysis of financial needs: Examine a client’s current insurance, assets, liabilities, and tax situation.
Make financial plans: Create a personalized strategy for a client’s insurance, investments, and other financial objectives.
Give guidance: Provide advice on a variety of subjects, such as risk management, investments, and budgeting.
Examine the accounts: Keep an eye on a client’s bank and other accounts on a regular basis to spot any changes that might affect their financial objectives.
Create financial summaries: Produce or analyze financial documents, including financial document summaries, investment performance reports, and income projections.
Keep abreast: Stay up to date on the newest financial benefits and products.
Talk to your clients: Maintain communication with clients to learn about their financial situation and resolve any issues.
Financial Security/Insurance Advisor Job
“Requirements”
French proficiency is necessary.
must be able to drive and possess a valid driver’s license.
Workable Monday through Friday, including two evenings
Financial Security/Insurance Advisor Job
“Benefits”
Competitive pay with a yearly bonus
Flexible vacation time of four weeks beginning in the first year
Pension plan with defined benefits that offers steady, predictable income throughout retirement
Telemedicine and group insurance
reimbursement for telework equipment and health and wellness costs
If you’ve always wanted to work in the financial industry, now is the perfect time to apply, regardless of your professional path or level of education. Our recruiters will get in contact with you to find the ideal opportunity that fits your professional objectives. With Desjardins’ training institute (DCI), you have a rare chance to receive the instruction you require to pursue a career that perfectly aligns with your education, goals, and skill set.
APPLY NOW FOR THE JOB
Financial Security/Insurance Advisor Job
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