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Financial Security Advisor, Life and Health Insurance
DesjardinsFinancial security advisor in life and health insurance, developing and maintaining client relationships. Selling insurance products and assessing customer needs to provide personalized solutions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling and advising on life, health, disability, and critical illness insurance products while maintaining strong client relationships and assessing service quality. Proficient in identifying business development opportunities and analyzing client needs to help achieve financial goals.
Highest-signal resume keywords
Life Insurance SalesHealth Insurance SalesDisability Insurance SalesCritical Illness Insurance SalesMutual Fund Representative Certificate
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Satisfaction AssessmentBusiness DevelopmentClient Relationship ManagementFinancial Goal AnalysisIndustry Trend Monitoring
Soft Skills
CommunicationInterpersonal SkillsProblem-Solving
Certifications & Qualifications
Attestation of Collegial StudiesMutual Fund Representative Certificate
Industry Keywords
Insurance ProductsReferral SourcesService QualityClient Files AnalysisFinancial Goals
About the role
Key responsibilities & impact- Sell and provide advice on life, health, disability and critical illness insurance products
- Assess customer 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
- Monitor the industry to identify business development opportunities and stay on top of new products and trends
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Valid driver's licence and access to a vehicle to ensure mobility
- Available to work Monday to Friday, including two evenings
Benefits
Comp & perks- 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