Job Closed

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Advisor, Personal

InsuranceInsuranceFull TimeRemoteMid LevelTeam 10,001+Since 1900H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

90 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Advisor, Personal

Desjardins

Role Description Temporary position for 6 months. As a personal advisor, you help solicit and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help build and maintain business relationships with members and clients. You drive results by reviewing client requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential. - Establish an advisory relationship by identifying current and potential needs and supporting client retention - Advise members and clients on products, services and solutions and ensure their satisfaction - Analyze and meet client needs, handle requests and follow up as needed - Collect, compile and analyze data. Prepare reports and recommendations - Stay on top of the latest standards, products and services in your field. Qualifications - College diploma in a related field - A minimum of one year of relevant experience - Knowledge of French is required - Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients Requirements - Action oriented - Communicates effectively - Complexity - Customer Focus - Differences - Interpersonal Savvy - Nimble learning - Situational adaptability - Tech savvy Benefits - 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 Company Description At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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