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Associate Insurance Advisor
3 months ago
**What you’re responsible for**:
- Sales, service and profitable growth of personal lines insurance products.
- Advise and recommend coverages and policies that best meet client needs.
- Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
- Complete front-line risk assessment and selection following underwriting guidelines.
- Achieve individual goals for client service, sales, quality and productivity.
- Support programs to build multi-client relationships.
- Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.
- Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.
**What to expect**:
- Strict confidentiality with respect to client’s financial status and other personal information.
- This role involves direct contact with clients and/or service providers in their environment.
- You are required have your own vehicle, valid driver’s license and insurance.
**To be successful**:
- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
- You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
- You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
- You’re an effective team player and provide guidance to support the development of your peers.
**To join our team**:
- One (1) year sales and service experience or related business experience is preferred.
- General Insurance License (OTL) is required or must obtain within two (2) months.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- Knowledge of auto and property insurance products is an asset and experience with selling techniques is preferred.
**What we offer**:
- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
**Job Types**: Full-time, Permanent
Pay: $36,000.00-$50,000.00 per year
**Benefits**:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Vision care
- Wellness program
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
- Commission pay
**Experience**:
- Financial services: 2 years (required)
Licence/Certification:
- LLQP (preferred)
- OTL (required)
**Location**:
- Greater Sudbury, ON (preferred)
Work Location: In person
Application deadline: 2024-05-17