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Financial Services Specialist

7 months ago


Toronto, Canada Mike Chronopoulos - Desjardins Insurance Agent Full time

**Financial Services Specialist**:
Location: Toronto, ON
Type: Full Time

**Position Overview**:
We are celebrating our 19th year in business and are seeking a qualified professional to join their winning team for the role of a Financial Services Specialist. We seek an energetic professional interested in helping our business grow through needs-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

There is NO COLD CALLING associated with this position. You will not be asked for lists of your friends and family to prospect. We discuss and address the needs of our existing clients.

**Responsibilities**:

- Develop leads within our book, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
- Work with the agent to establish and meet marketing goals, and to build our referral network.

**Requirements**:

- Must have an LLQP license
- Life Insurance Sales experience preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Proactive in problem-solving
- Dedicated to customer service
- Ability to multi-task
- Ability to make presentations to potential customers

**Compensation Package**:

- Total compensation $60,000-$160,000+
- 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._