Agent Ou Agent, Services Financiers, Clientèle

Desjardins General Insurance

Lotbinière, QC, CA
Competitive salary; annual bonus available; define...
Hybrid
Client relationship management
Sales development initiatives
Financial product knowledge
Desjardins General Insurance is seeking a hybrid Agent in Financial Services to assist clients and support financial advisors at their Caisse Desjardins in Lotbinière, QC. The ideal candidate will provide tailored solutions to clients, leverage strong interpersonal skills, and contribute to business development, while enjoying a competitive salary and a range of benefits

Job Summary

  • You will work closely with financial advisors to provide tailored support to members and clients regarding placement, financing, and protection solutions.
  • The role involves taking charge of immediate client needs, processing requests, and identifying business opportunities to drive sales growth.
  • Desjardins offers a competitive salary, an annual bonus, flexible vacation time starting in the first year, and a defined benefit pension plan.

Matching Summary

Match Score: 85

Desjardins General Insurance is seeking a hybrid Agent in Financial Services to assist clients and support financial advisors at their Caisse Desjardins in Lotbinière, QC. The ideal candidate will provide tailored solutions to clients, leverage strong interpersonal skills, and contribute to business development, while enjoying a competitive salary and a range of benefits.

Salary

Competitive salary; Annual bonus available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Client relationship management
  • Sales development initiatives
  • Financial product knowledge
  • French language proficiency
  • Customer service excellence

Nice-to-have

  • Adaptable communication style
  • Cooperative philosophy understanding
  • Agile learning approach
  • Team collaboration skills
  • Autonomy in problem solving

Key Requirements

  • College diploma (AEC) in relevant discipline
  • Minimum 3 years of relevant experience
  • AMF Collective Savings Representative Certificate
  • Fluency in French required
  • Knowledge of Desjardins financial products

Work Rights

Not specified

Tailored Resume

Cover Letter