Entry Level Insurance Agent

5 months ago

Caledonia, Canada C&D Insurance Services Ltd. Full time

Responsibilities:_
- Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
- Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
- Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
- Stay abreast of any changes to rules or policies within the insurance agency to effectively amend insurance programs for existing and prospective clients
- Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances
- Conduct virtual consultations with clients to understand their financial goals and life insurance needs
- Utilize provided leads and other resources to identify potential clients and generate new business opportunities
- Educate clients on various life insurance products, including term life, whole life, and universal life policies
- Collaborate with clients to develop personalized financial plans that align with their unique needs and circumstances
- Implement effective marketing strategies to promote life insurance and attract prospective clients
- Work closely with internal teams to manage the entire sales process, from initial contact to policy issuance
- Stay up-to-date with industry trends, product knowledge, and regulatory requirements
- Uphold the highest standards of transparency, integrity, and ethical conduct in all client interactions
- Qualifications:_
- Job seekers must already have or be willing to get an insurance license
- High school diploma necessary; college degree a bonus
- Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful
- Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
- Strong knowledge of life insurance products, investment strategies, and financial markets
- Excellent communication and interpersonal skills to effectively engage and build relationships with clients
- Ability to work independently, manage time effectively, and prioritize tasks efficiently
- Demonstrated track record of meeting or exceeding sales targets and quotas
- High level of professionalism, ethical conduct, and respect for client confidentiality
- A positive and proactive attitude with a commitment to continuous learning and personal growth
- Relevant certifications and licenses in financial planning and life insurance sales are preferred

**Salary**: $21.00-$22.32 per hour

**Benefits**:

- Commuter benefits
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Employee stock purchase plan
- Extended health care
- Life insurance
- Paid time off
- Profit sharing
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program
- Work from home

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- On call

Supplemental pay types:

- Bonus pay
- Commission pay
- Overtime pay
- Retention bonus
- Signing bonus
- Tips

Ability to Commute:

- Caledonia, ON N3W 1K8 (preferred)

Ability to Relocate:

- Caledonia, ON N3W 1K8: Relocate before starting work (preferred)

Work Location: In person

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