Client Relations Centre, Life and Health Insurance
Core
Providing advisory support and personalized solutions for members and clients regarding life, disability, group insurance, retirement savings, loans, and mutual funds.
Role type
Client Relations Centre Advisor (Life and Health Insurance)
Builds
Financial security and well-being for Desjardins members and clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, financial advisory, digital tool guidance, proactive problem solving
Preferred skills
Strategic knowledge monitoring, tailored solution design
Technologies
Digital financial tools
Responsibilities
Answering questions about life, disability, group insurance, loans, and mutual funds; offering personalized support and tailored solutions; guiding clients to use digital tools; proactively updating expertise
Seniority
Entry to Mid-level, hands-on IC