Client Relationship & Business Development

Job summary

The advisor will deliver exceptional client experiences while building and maintaining strong relationships through proactive outreach and personalized service. They are responsible for identifying insurance needs, conducting client appointments, and supporting commercial insurance growth initiatives.

Job details

Responsive recruiter Replies within 24 hours Benefits: * Ongoing training and mentorship * Company parties * Dental insurance * Health insurance * Bonus based on performance * Paid time off Build Relationships. Protect What Matters. Grow Your Career. We are looking for an experienced, client-focused insurance professional who enjoys building trusted relationships, identifying opportunities, and helping clients make confident decisions about protecting what matters most. This is an in-office role within our agency, ideal for someone who enjoys collaborating with colleagues, supporting clients directly, and contributing to a positive team culture. We believe strong collaboration, coaching, and client relationships are best supported through an engaged, team-oriented office environment. We are seeking a Property & Casualty insurance professional who values exceptional client service and relationship-building. A Life Insurance license is considered a strong asset, and for candidates who don't yet hold one, we offer the opportunity to expand into Life Insurance and Financial Services as part of their professional growth journey. Compensation & Benefits Base Salary: $50,000 - $60,000 annually, based on experience, licensing, and qualifications. Compensation Potential: $60,000 - $75,000+ annually, including performance-based incentives. Responsibilities * Deliver an exceptional client experience with every interaction. * Maintain accurate client records and documentation. * Build and maintain strong client relationships through personalized service and ongoing follow-up. * Schedule and conduct client appointments focused on insurance and financial services needs. * Generate qualified opportunities through referrals, networking, and proactive outreach. * Conduct proactive reviews with existing clients to ensure their insurance needs remain properly addressed. * Identify coverage gaps and recommend appropriate insurance solutions. * Support commercial insurance growth initiatives. Qualifications Required * Property & Casualty General insurance license and experience. * Strong communication, relationship-building, and client service skills. * Ability to identify client needs and recommend suitable solutions. * Highly organized, proactive, and self-motivated. * Comfortable communicating with clients by phone, email, virtual meetings, and in person. * Ability and willingness to work full-time in our agency office. * Enjoy working in a collaborative, team-oriented environment. Preferred * Active P&C General insurance license. * Three or more years of insurance, sales, account management, or client relationship experience. * Commercial insurance experience an asset. * Fluency in English required; ability to communicate in French is highly valued. Multilingual capabilities are also appreciated. Growth Opportunity Candidates interested in obtaining their Life Insurance License and expanding into Financial Services are encouraged to apply. We provide support for professional development, licensing, and ongoing learning. Why Join Our Agency? At Maria Pecorella Desjardins Insurance Agency, you will join a supportive, collaborative team that values professional growth, exceptional client care, and community involvement. This role offers a defined career path for individuals interested in expanding their expertise in Life Insurance, Financial Services, Commercial Insurance, and leadership opportunities within the Agency. Who Will Succeed in This Role? You genuinely enjoy helping people and building long-term relationships. You are curious, professional, and motivated to uncover client needs and provide solutions that make a meaningful difference. You are looking for a career, not just a job, and want to grow with a respected, community-focused agency. If you are ready to build a rewarding future with Maria Pecorella Desjardins Insurance Agency, we would love to hear from you. Apply today. Compensation: $50,000.00 - $75,000.00 per year Our Mission To make a meaningful difference in the lives of our clients by helping them protect what they have built, prepare for what's ahead, and pursue their dreams with confidence. Through personalized insurance and financial solutions, we provide the protection, guidance, and support they need at every stage of life. Our Team Mission We are looking for passionate professionals who lead with empathy, think strategically, and are inspired by helping others succeed. If you are driven by building relationships, creating trust, and making a lasting impact in your community, you will thrive on our team. These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

What you’ll do

The advisor will deliver exceptional client experiences while building and maintaining strong relationships through proactive outreach and personalized service. They are responsible for identifying insurance needs, conducting client appointments, and supporting commercial insurance growth initiatives.

Requirements

Candidates must possess Property & Casualty insurance experience and a valid license, along with strong communication and relationship-building skills. A minimum of three years of experience in insurance, sales, or account management is preferred.

Benefits

• Ongoing training
• Mentorship
• Company parties
• Dental insurance
• Health insurance
• Performance bonus
• Paid time off

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Account Management · Preferred
• Sales · Preferred
• Documentation · Preferred
• Communication · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Property & Casualty insurance
• Client relationship management
• Business development
• Sales
• Account management
• Communication
• Client service
• Networking
• Lead generation
• Financial services
• Commercial insurance
• Documentation
• Problem solving
• Organization
• Self-motivation
• Solutions Support
• Life Insurance License
• Insurance License
• Curiosity
• Time Off Management
• Self-Motivation
• Account Management
• Multilingualism
• Casualty Insurance
• Customer Service
• Personalized Service
• English Language
• Financial Services
• French Language
• Leadership
• Insurance Sales
• Mentorship
• Relationship Building
• Coaching
• Team Oriented
• Collaboration

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Business Development Relationship Manager
• Business Development Specialist
• Commercial Sales Representatives
• Market Research Analysts and Marketing Specialists