Member/client services agent

January 24, 2019

(Work place: Québec)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-04As a member/client service agent – sales support and business development, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices. You may be responsible for one or more sub-specialties, such as life and health insurance, property and casualty insurance, business services, personal services, and securities.You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

Main Responsibilities

  • Assist members and clients, listen to their needs and propose personalized solutions
  • Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
  • Close sales, process transactions and follow up as needed. Ensure member and client satisfaction
  • Take phone calls and handle information requests. Conduct research as needed and suggest personalized solutions.

Qualifications

  • College diploma in a related field
  • A minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

2828, boulevard Laurier Québec

Trade Union

UNITÉ PRODUITS SPECIALISÉS 575-FTQ (FCDQ)

Unposting Date

2019-02-6

Job Family

Member/client sales and service (FG)

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