Agency Financial Planning Manager

Location:
Type: Full Time

Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of financial planning Manager- Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.


• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance avai...