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Selection process for Desjardins Agents

Few entrepreneurial opportunities offer the level of training and support we provide.

Throughout the selection process, we’ll help you work toward becoming an approved candidate. Approved candidates who successfully complete a full-time, paid internship will enter into a 12-month agreement. This includes a generous signing bonus and an additional bonus at the beginning of the second year.

1. Questionnaire

We’ll ask you to take the RightChoice questionnaire. It’s designed to show if you’re likely to be successful in a sales and business leadership career. The questionnaire considers your:

  • Background
  • Current situation
  • Financial situation
  • Recruiting experience
  • Work preferences, goals and motivations
  • Familiarity with the career
  • Energy
  • Business leadership aptitude
  • Problem solving

You must earn an acceptable score on this questionnaire to move on to the next step in the process.

Otherwise you’ll need to wait 12 months before taking the questionnaire again.

2. Assessment

We’ll also ask you to take the Knowledge, Skills, Abilities and Other Characteristics (KSAO) assessment. It’s designed to identify candidates who possess a key set of knowledge, skills and abilities that are crucial to becoming a successful Desjardins Agent.

You must earn an acceptable score on this assessment to move on to the next step in the process. Otherwise you’ll need to wait 12 months before taking the assessment again.

3. Career understanding

This is a web-based experience designed to help you better understand the work and career of a Desjardins Agent through learning modules and videos.

You must successfully complete all career understanding components to move on to the next step in the process.

4. Candidate review

This step involves standard reviews of your credit report, work history and motor vehicle records to determine your eligibility for meeting employment, provincial and federal licencing and sponsorship requirements.

You must pass the candidate review to move forward in the process.

5. Business plan preparation and counselling

You’ll learn about the Desjardins agency model during the career understanding modules. We’ll then ask you to apply that knowledge and prepare your own business plan. An agency career track specialist can coach you on your plan to help you prepare for your approval interview.

6. Desjardins Agent approval interview

Next, you’ll take part in a panel interview where you’ll briefly present the key points of your business plan and answer behavioural questions. The panel will then make an approval decision.

If you’re approved, you’ll join the approved candidate pool for up to 5 years and you’ll be eligible for Desjardins Agent career opportunities that may arise during that time.

7. Site interview

As an approved candidate, you can view all open agency opportunities. When you apply for an Agent opportunity, you may be invited to an interview.

Depending on how long it takes you to move through this process, you may need to complete a new candidate review.

8. Licencing and internship

Once selected for licensing and internship, you become a paid, full-time employee. You’ll earn your insurance producer licences at the beginning of the internship, which lasts about 5 to 8 months. Your internship includes self-study, classroom training and field work, which is hands-on experience with a Desjardins Agent and the opportunity to locate and set up your office.

Want to find out more?

See our Desjardins Agent career opportunities or come and visit us at a recruiting event

Call us to speak to a recruiter

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