Future Opening: Client Engagement Associate

We're Hiring!

At Maria Pecorella's Desjardins Insurance Agency, our goal is to build strong relationships advising our clients along their life's journey. We are looking for an individual who will focus on connecting with our clients to set up appointments at the office and/or phone, Teams or Zoom meetings. These connecting meetings are very important as they allow us to ensure that their insurance and financial program is still up to date and meets their needs. It also allows us to share any updates or new products that become available. Unlimited growth potential for the right candidate who would want to continue in this industry career path.

Responsibilities

• Connect, communicate, and schedule appointments.
• Establish customer relationships, follow up, and update information with customers as needed.
• Use a customer-focused, needs-based process to educate and sell cus...