Life Insurance Representative

5 days ago

Mississauga, Canada Mathew Smith Insurance and Financial Services Inc. Full time

**Life Insurance Representative**

**Location**: Mississauga Ontario

**Type**:Full-time

**Job Overview**:
We are a growing sales agency dedicated to delivering personalized insurance solutions and exceptional client experiences. We are expanding our team and seeking a motivated and results-oriented Life & Health insurance representative to join our dynamic team.

You will play a critical role in providing tailored life and health insurance solutions to meet the diverse needs of our clients.

This position is ideal for someone who enjoys building relationships, thrives in a dynamic team environment, and is dedicated to achieving personal and team goals. To be successful in this environment you should have a strong desire to learn and grow, be a team player, be accountable to your results, be client focused, and be community minded.

Applicants should have experience working with clients in the Life & Health space and be prepared to discuss their plan for generating leads and growing the client base.

**Key Responsibilities**:

- **Client Interaction**: Engage with clients to understand their insurance needs, provide personalized solutions, and offer expert guidance on life and health insurance products.
- **Sales and Service**: Attract new clients and cross-sell additional products (or uncover additional product opportunities) to existing clients. Provide exceptional service to ensure client satisfaction and retention.
- **Accountability for Results**: Meet and exceed sales targets and performance metrics. Take ownership of your results and contribute to the overall success of the team.
- **Client Retention**: Conduct Annual Insurance Reviews and make policy changes for existing clients, ensuring they continue to receive the best possible coverage to suit their evolving needs.
- **Team Collaboration**: Work closely with colleagues to share best practices, contribute to team objectives, and maintain a positive, supportive team environment.
- **Tough Conversations**: Confidently manage difficult conversations regarding claims, premiums, or coverage changes, maintaining professionalism and empathy while finding the best solutions for clients.
- **Compliance**: Ensure all interactions and transactions are in line with regulatory requirements, company policies, and industry standards.

**Qualifications**:

- LLQP is required.
- Financial designation such as CFP or CLU are considered assets.
- Proven experience in Life and Health insurance sales or a related field.
- Strong communication and interpersonal skills, with the ability to build rapport with clients.
- Ability to manage tough conversations with confidence and professionalism.
- Demonstrated ability to meet sales targets and work in a fast-paced environment.
- Excellent organizational and time-management skills.
- Knowledge of Life & Health insurance products, regulations, and best practices in Ontario.
- Proficiency in using customer relationship management (CRM) systems and other relevant software.

**What We Offer**:

- Competitive salary with performance-based incentives.
- Comprehensive benefits package, including health and dental.
- Ongoing professional development and training opportunities.
- A supportive, team-oriented work environment.
- Opportunities for career growth within the company.
- Structured/block time for prospecting/community involvement/engagement

If you are a goal-oriented professional with a passion for delivering exceptional client service and have the drive to succeed in a sales-focused role, we want to hear from you

**How to Apply**:
Please submit your resume and cover letter outlining your relevant experience and why you would be a great fit for this role.

**Compensation**:
$50,000 - $100,000/year total direct compensation (salary plus bonus), employer-paid group benefits.

We thank all applicants for their interest, however, only those selected for interview will be contacted.

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