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Licensed Sales Advisor

1 month ago

Markham, Ontario, Canada Greenstone Financial Services Canada Full time

**Only LLQP licensed applicants will be considered***

WHO WE ARE

Greenstone is a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada . Backed by majority shareholders Ontario Teacher's Pension Plan ( OTPP ) and Caisse de Dépôt et Placement du Québec ( CDPQ ), we've expanded into the Canadian market, introducing affordable, high-quality insurance products.

Our commitment to data-driven decision-making and a continually evolving product offering reflects our dedication to meeting the ever-changing needs of our customers. Renowned for award-winning customer service, we leverage technology and analytics to design, administer, market, and distribute a variety of insurance products in collaboration with the world's most trusted underwriters. Join us in shaping the future of insurance.

PURPOSE OF THE ROLE

We are looking for people who share our passion for providing an amazing customer experience and want to build a long-term career with us

Working as part of our sales team you will be the first point of contact for our future customers. Your Life Insurance advisory experience will help guide and inform prospective customers on the features and benefits of our insurance products and how they could benefit them.

KEY ACCOUNTABILITIES

  • Work directly with customers via telephone using prepared sales scripts in combination with your own ability in listening and speaking to assist customers to purchase the right product or service that meet their needs.
  • Educate potential customers on product offerings and service to improve their level of awareness around product features and benefits while answering questions from the customer to build value and create a positive customer relationship.
  • Adhere to and meet individual KPI's/ Objectives and contribute to business and team KPI's / Objectives around sales performance, quality, and productivity.
  • Accurately record sales data and client information.
  • Maintain a detailed understanding of associated systems, products, processes, and procedures.
  • Provide a strong customer experience by focusing on the customer outcome on every call.
  • Ensure products sold are compliant with all GFS quality and compliance standards met.
  • Build trust and demonstrate commitment to the team to support and enhance strong team dynamics.
  • Contribute and be accountable for the achievement of team revenue goals.
  • Other reasonable duties as may be required from time to time, as directed by the Sales Manager.
  • Be diligent in maintaining all licenses required to perform your role as a licensed sales advisor in each jurisdiction.

POSITION REQUIREMENTS

Essential

  • LLQP qualified (Minimum Ontario, other jurisdictions highly regarded)
  • Strong listening skills to identify customer concerns and apply solutions
  • Proven capability to interact over the telephone in a clear and professional manner
  • Confident, positive and an aptitude and passion for sales
  • Strong team player
  • Self-motivated individual with a strong desire to succeed
  • Good attention to detail
  • Excellent communication and rapport building skills
  • Ability to retain information and apply learning
  • Ability to embrace and implement regular feedback
  • Adaptable to new challenges in the working environment
  • Display a high level of resilience
  • Confident computing skills
  • Experience working within a quality-controlled working environment (i.e., verbal scripting and procedures)

BENEFITS

That's why you can expect to be rewarded for the hard work you put in through job satisfaction, career development and the fantastic range of benefits we offer:

What's in it for you?

  • Funded Induction product training and ongoing coaching and support
  • 4 weeks' vacation leave per year
  • 10 Sick days
  • Hybrid role – 3 days in office and 2 days work-from-home
  • 100% employer paid health benefits
  • $500 Health spending account
  • Parental leave top-up
  • 5% RRSP matching
  • Growth opportunities
  • Will pay for memberships and renewals/ongoing licensing costs for relevant provinces
  • Free weekly lunches and more

Apply Now

If this role interests you, we would love to hear from you