Entry Level Insurance Agent

2 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


  • Data Entry Clerk

    3 weeks ago


    Caledonia, Canada Transport Sales and Service Full time

    '''Duties:''' - Perform data entry tasks, including inputting, updating, and maintaining accurate records - Collect and organize data from various sources - Assist in the preparation of reports, presentations, and other documents - File and retrieve documents as needed - Ensure data integrity and accuracy by conducting regular audits and quality checks -...


  • Caledonia, Canada Athanasiou Insurance Agency Ltd Full time

    Provide prompt, accurate, thorough and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claims and billing - Follow up on leads, schedule appointments, identify customer needs, and market the appropriate products and services to meet those needs. -...


  • Caledonia, Canada Creative Vision Optical Full time

    Administrative Assistant Part-Time / Full-Time 127 Argyle St S, Caledonia, ON Creative Vision Optical is looking for a Part-Time or Full-Time, Permanent Administrative Assistant for the Caledonia office. **Main Responsibilities**: - Answering and directing phone calls - Organizing and scheduling appointments - Data entry and filing; creating and managing...


  • Caledonia, Canada Creative Vision Optical Full time

    Administrative Assistant Part-Time / Full-Time 127 Argyle St S, Caledonia, ON Creative Vision Optical is looking for a Full-Time, Permanent Administrative Assistant / Sales Associate for the Caledonia office. **Main Responsibilities**: - Answering and directing phone calls - Organizing and scheduling appointments - Data entry and filing; creating and...

  • Auto Detailer

    3 weeks ago


    Caledonia, Canada Dennis Searles Chevrolet Full time

    **Auto Detailer/Health & Safety Rep** An Auto detailer/Health & Safety Rep has to do a lot of physical work and be outdoors quite often (irrespective of the season). Must be able to work as a team member. In addition to these, a car detailer is expected to give prompt and effective services to the client, maintain the tools and products that he/she uses...

  • Accounting Clerk

    3 weeks ago


    Caledonia, Canada Schilthuis Construction Inc. Full time

    An experienced, construction accounting clerk is required to assist with entry of AP invoicing through the Jonas Premier software system. This position will require thorough knowledge of the software as well as a good understanding of construction practices. Experience with reconciliation of accounts, expenses, holdbacks and holdback releases is essential....


  • Caledonia, Canada Creative Vision Optical Full time

    Administrative AssistantPart-Time / Full-Time127 Argyle St S, Caledonia, ONCreative Vision Optical is looking for a Part-Time or Full-Time, Permanent Administrative Assistant for the Caledonia office.Main Responsibilities: Answering and directing phone calls Organizing and scheduling appointments Data entry and filing; creating and managing patient files...


  • Caledonia, Canada KRTS Transportation Specialists Inc. Full time

    **Responsibilities**: - In this job you will be responsible for the training of entry level operators - Must be comfortable with working both independently and in a team atmosphere - Follow proper training logs and modules - Complete daily training paperwork - Communicate effectively with each and every student - Follow all KRTS training policies and...


  • Caledonia, Canada KRTS Transportation Specialists Inc. Full time

    **Responsibilities**: - In this job you will be responsible for the training of entry level operators - Must be comfortable with working both independently and in a team atmosphere - Follow proper training logs and modules - Complete daily training paperwork - Communicate effectively with each and every student - Follow all KRTS training policies and...


  • Caledonia, Canada Jukasa Radio 93.5FM Full time

    JUKASA RADIO 93.5FM is a dynamic Top 40, Hip Hop, R&B station located on the Six Nations of the Grand River Territory in Southern Ontario. We have an exciting opportunity for enthusiastic people to join our team. Shift is Monday-Friday, 5am-10am with the possibility of additional hours based on experience. **ROLES & RESPONSIBILITIES** - Hosting radio...


  • Caledonia, Canada Jukasa Radio 93.5FM Full time

    JUKASA RADIO 93.5FM is a dynamic Top 40, Hip Hop, R&B station located on the Six Nations of the Grand River Territory in Southern Ontario. We have an exciting opportunity for enthusiastic people to join our team. Shift is Monday-Friday, 5am-10am with the possibility of additional hours based on experience. **ROLES & RESPONSIBILITIES** - Hosting radio...


  • Caledonia, Canada KRTS Transportation Specialists Inc. Full time

    Responsibilities: In this job you will be responsible for the training of entry level operators Must be comfortable with working both independently and in a team atmosphere Follow proper training logs and modules Complete daily training paperwork Communicate effectively with each and every student Follow all KRTS training policies and procedures Maintain a...

  • Barn Worker

    3 weeks ago


    Caledonia, Canada Lohmann Breeders Canada LTD Full time

    Durée de l'emploi: Permanent - Langue de travail: Anglais - Heures de travail: 40 to 44 hours per week - Education: - Expérience: **Education**: - Secondary (high) school graduation certificate - or equivalent experience **Work site environment**: - Layer poultry farming - Dusty - Odours **Work setting**: - Rural area **Tasks**: - Monitoring animal...

  • Barn Worker

    5 days ago


    Caledonia, Canada Lohmann Breeders Canada LTD Full time

    Work Term: Permanent - Work Language: English - Hours: 40 to 44 hours per week - Education: Secondary (high) school graduation certificate - Experience: 1 to less than 7 months - or equivalent experience **Work site environment**: - Layer poultry farming - Odours - Dusty **Work setting**: - Rural area **Tasks**: - Monitoring animal health - Set and...


  • Caledonia, Canada Jeff's Outdoor Full time

    **Responsibilities**: - Can be trained to work without direct supervision of the Crew Leader - Coordinate with Crew Leader for timely completion of projects - Position requires some record keeping (time tracking and material usage) - Communicating openly and honestly - Works diligently toward building and maintaining a high level of...


  • Caledonia, Canada Jeff's Outdoor Full time

    **Responsibilities**: - Regular communication with Clients from the office or on site to determine needs for property maintenance or upgrades to property. - Assist with estimating costs, prepare specifications and choices to ensure the maintenance of the property in provided to clients at a high level. - If the Project moves forward, quality check in on the...


  • Caledonia, Canada WOW Employment Solutions Full time

    We are hiring **Payroll Administrator** for our client in York, ON (Hamilton area). **About our client** Our client is Railroad Construction & Maintenance leader in the rail industry with over 40 years of experience and spanning three generations. **Working Conditions** The job is only from the company’s office. There is no option to work hybrid or...

  • barn worker

    4 weeks ago


    Caledonia, Canada Lohmann Breeders Canada LTD Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 40 to 44 hours per weekEducation: Expérience: EducationSecondary (high) school graduation certificate or equivalent experienceWork site environmentLayer poultry farmingDustyOdoursWork settingRural areaTasksMonitoring animal healthSet and monitor water lines, air flow and temperature...

  • barn worker

    1 month ago


    Caledonia, Canada Lohmann Breeders Canada LTD Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 40 to 44 hours per weekEducation: Expérience: EducationSecondary (high) school graduation certificate or equivalent experienceWork site environmentLayer poultry farmingDustyOdoursWork settingRural areaTasksMonitoring animal healthSet and monitor water lines, air flow and temperature...

  • barn worker

    1 month ago


    Caledonia, Canada Lohmann Breeders Canada LTD Full time

    Work Term: PermanentWork Language: EnglishHours: 40 to 44 hours per weekEducation: Secondary (high) school graduation certificateExperience: 1 to less than 7 months or equivalent experienceWork site environmentLayer poultry farmingDustyOdoursWork settingRural areaTasksMonitoring animal healthSet and monitor water lines, air flow and temperature in barns,...