All roles

Open role

Financial security advisor, Life and health insurance

Remote · United Kingdom Full-time

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. You analyze member/client needs and recommend personalized solutions. The ability to communicate effectively and thoroughly understand clients’ expressed needs is therefore essential. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You develop and maintain personal business relationships with clients who have complex, diverse needs. The ability to tailor your approach as needed is therefore essential. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to: 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. What we offer* 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

  • Benefits apply based on eligibility criteria.

#LI-Remote What you bring to the table Bachelor's degree in a related field A minimum of one year of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Representative’s certificate in personal insurance (AMF) Knowledge of French is required Available to work Monday to Friday, including two evening per week Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability Trade Union (If applicable) 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! Job Family Member/client sales and service (FG) Unposting Date 2026-06-19

More open positions

Sr Analyst, People Research

Work from home Full-time role

Nurse Practitioner- New Jersey

Work from home Full-time role

Penetration Testing Consultant

Work from home Full-time role

Penetration Testing Consultant

Work from home Full-time role

Senior Program Manager – Channel Incentives & Platform Adoption

Work from home Full-time role

Senior USDA Underwriter

Work from home Full-time role

Remote Part-Time Customer Chat Support Specialist – Work From Home Opportunity with careerzynith

Work from home Full-time role

Remote - Medical Biller

Work from home Full-time role

Remote Dental Billing Specialist (Greenfield Program)

Work from home Full-time role

Senior Technical Support Associate

Work from home Full-time role

Senior C#/.Net Engineer

Work from home Full-time role

SAP BTP Platform Administrator

Work from home Full-time role

Fully Remote Student‑Friendly Data Entry Associate – Flexible Hours & Career‑Building Experience at careerzynith

Work from home Full-time role

Remote Entry-Level Live Chat Customer Support Specialist – Hourly Paid, No Prior Experience Required, Work From Home with Flexible Scheduling

Work from home Full-time role

Delta Airlines Virtual Jobs (Work At Home)

Work from home Full-time role

Assistant Manager - Operations.Compliance Operations-Perpetual Screening

Work from home Full-time role

[Work From Home] Virtual Medical Scribe | Emergency Department

Work from home Full-time role

Customer Success Manager

Work from home Full-time role

Experienced Customer Experience Champion II – Remote Opportunity at careerzynith

Work from home Full-time role

Practical Nursing Adjunct Instructor – Virtual Didactic (Evenings)

Work from home Full-time role

[Remote] Trader Analyst – Crypto

Work from home Full-time role