PEI Financial Advisors - Insurance Sales and Services Careers
Being an independent financial services professional means that you are your own boss! Find out what this actually means.
You decide how to manage your time and organize your work. In other words, you are responsible for your own success.
You choose the market in which you want to work (individual or business) and the products you want to offer.
Your income is in direct proportion to your efforts and your determination.
The only limitations are those you impose on yourself!
Your income does not come only from commissions on new sales, but also from commissions on renewals.
Support with your communication and marketing efforts.
PEI Independent Financial Advisor & Life Insurance Agent
As a financial services professional, your role will be to meet the insurance coverage needs of your clients and to help them build and safeguard their financial security. In this regard, you will help them achieve their goals and bring their projects to life.
You will offer your clients a wide range of products, according to their specific needs.
• Life insurance
• Health and critical illness insurance
• Disability insurance
• Long-term care insurance
• Partnership insurance
Individual and group annuities
• Retirement savings products
• Segregated funds
• Mutual funds
• Tax planning services
Being in contact with others is at the heart of a financial services professional’s activities. You establish strong relationships with your clients, to whom you offer personalized solutions to ensure their financial well-being and quality of life.
If you like to face challenges on a daily basis, to excel in achieving unlimited goals and to build strong relationships with your colleagues, then a career in the financial services field is definitely for you!
Desired Skills & Experience
Are you new to the job market or coming back into it? Looking for a new career? At Desjardins Financial Security Independent Network we provide everything you need to start a career in the financial field.
We will support you in obtaining the permit you need to practice as a life and health insurance advisor. If you later decide to become a financial planner, this could be a valuable asset for your career.