Licensed Insurance Advisor

Description:

• Insurance

• Making outbound calls to clients who have shown interest in discussing our options.

• Assisting clients through online chats, and other digital channels

• Providing advice, discovering client needs, and offering solutions to meet those needs

• Accurately recording needs analysis, and other client information through an online system

• Meeting sales, quality, and compliance measures on a monthly, quarterly, and annual basis

• Building rapport with clients through professional, personalized service to foster your own sales pipeline

• Supporting various marketing/sponsor campaigns

• Being the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improve

Who are we looking for?

• Bilingual individuals, fluent in English & French

• High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skills

• People that love to obsess about customers, and thrive in an environment where they are part of a strong team

• People who are motivated by sales targets, and who want to take control of their total earnings potential

• You can seamlessly progress between an open office environment, and working from home

• You demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chat

• You show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the sale

• You have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reached

• You are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systems

• The following would be assets for you to have:

  • Telephone sales or call centre experience

  • Insurance experience dealing with Accident & Sickness, and Life Insurance

  • Post-secondary degree: however, equivalent business experience is strongly considered

  • Familiarity with Salesforce, or other CRM tool