Insurance Sales Professional

2 weeks ago


Cochrane District, Canada Ali Velji - Desjardins Insurance Agent Full time
About the Role

We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Ali Velji - Desjardins Insurance Agent. As an Insurance Sales Representative, you will be responsible for generating new business opportunities, building and maintaining client relationships, and providing exceptional customer service.

Key Responsibilities
  • Business Development: Generate leads and actively seek out new business opportunities through various channels, including networking and referrals.
  • Client Needs Analysis: Conduct thorough needs analysis to understand clients' insurance requirements and recommend suitable coverage options.
  • Insurance Policy Presentation: Present and explain insurance policies to potential clients, ensuring they understand the terms and conditions, coverage limits, and exclusions.
  • Customized Insurance Programs: Customize insurance programs to meet clients' specific needs and budget constraints.
  • Record Keeping: Maintain accurate records of all sales activities, including prospecting efforts, sales presentations, and follow-ups.
  • Client Relationship Building: Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or concerns.
  • Industry Knowledge: Stay up-to-date with industry trends, product knowledge, and regulatory changes to effectively advise clients on insurance options.
  • Team Collaboration: Collaborate with team members to achieve sales targets and contribute to the overall growth of the company.
Requirements
  • Insurance License: Level 1 Alberta General Insurance License
  • Sales Experience: Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Track Record: Successful track record of meeting sales goals/quotas preferred
  • Interpersonal Skills: Excellent interpersonal skills
  • Communication Skills: Excellent communication skills - written, verbal and listening
  • Problem-Solving: Proactive in problem-solving
  • Customer Service: Dedicated to customer service
  • Multi-Tasking: Ability to multi-task
  • Presentation Skills: Ability to make presentations to potential customers
  • LLQP License: LLQP License (preferred/must be able to obtain)
Benefits
  • Competitive Salary: Competitive base salary plus commission structure
  • Health Insurance: Comprehensive health insurance plan
  • Time Off: Paid time off and holidays
  • Training Opportunities: Ongoing training and professional development opportunities
  • Supportive Environment: Collaborative and supportive work environment


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