Insurance and Financial Services Professional

2 days ago

Barrie, Ontario, Canada Charon Clute Insurance Agency Inc. Full time
Insurance and Financial Services Advisor

We are seeking a highly motivated and results-driven Insurance and Financial Services Advisor to join our dynamic team at Charon Clute Insurance Agency Inc. in Barrie, ON.

About the Role:

This is an exciting opportunity for a sales professional to work with a professional insurance office that provides exceptional customer service. As an Insurance and Financial Services Advisor, you will be responsible for developing leads, scheduling appointments, identifying customer needs, and selling appropriate products and services.

Key Responsibilities:

  • Develop and implement sales strategies to meet and exceed sales targets
  • Build and maintain strong relationships with clients to understand their needs and provide tailored solutions
  • Work collaboratively with the agent and other team members to achieve sales goals and targets
  • Respond to client inquiries and concerns in a timely and professional manner

Requirements:

  • OTL or RIBO and/or LLQP license preferred but not required at the time of interview
  • OTL will need to be obtained prior to start date at applicant cost with employer reimbursement after meeting set employment criteria
  • LLQP will be required within 3 months of employment start date
  • Sales experience and a successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal and communication skills
  • Ability to work in a team environment and make presentations to potential customers
  • Proficient in Microsoft Office: Word, Excel, and Outlook

What We Offer:

  • Competitive base salary with commission and bonuses
  • Professional development opportunities
  • Collaborative and supportive team environment
  • Chance to make a real difference in customers' lives

This position is with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries.

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