Financial security advisor, Life and health insurance
Posted by Desjardins • June 13, 2026
Description
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices. Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement. You promote and sell financial security products and services, effectively communicate and thoroughly understand clients' expressed needs, analyze member/client needs and develop personalized solutions, ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures, support current and potential members and clients, tailor your approach as needed, represent the organization and negotiate agreements ...
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