Financial Insurance Specialist

1 month ago

Oakville, Ontario, Canada Serenia Life Financial Full time
{"title": "Financial Insurance Advisor", "description": "

Unlock Your Potential as a Financial Insurance Advisor with Serenia Life Financial

At Serenia Life Financial, we're dedicated to helping Canadians achieve financial security and peace of mind. As a Financial Insurance Advisor, you'll play a vital role in building deep relationships with clients and providing personalized solutions to meet their unique needs.

With a strong focus on customer service and a commitment to excellence, you'll have the opportunity to grow your career and achieve your financial goals. Our comprehensive training program will equip you with the skills and knowledge you need to succeed in this rewarding role.

Key Responsibilities:

  • Client Acquisition: Identify and pursue new business opportunities, building strong relationships with clients and prospects.
  • Needs Assessment: Conduct thorough needs assessments to understand clients' financial goals and objectives.
  • Product Solutions: Introduce and recommend relevant insurance and financial products to meet clients' needs.
  • Customer Service: Provide exceptional service, ensuring clients feel valued and understood.

What We're Looking For:

  • Sales Experience: Preferred background in outside or inside sales, retail sales, or telemarketing.
  • Proven Track Record: Demonstrated success in meeting sales goals and quotas.
  • Interpersonal Skills: Excellent communication skills (written, verbal, and listening).
  • Problem-Solving: Proactive approach to resolving issues.
  • Customer Dedication: Commitment to delivering outstanding customer service.
  • Multi-Tasking: Ability to juggle multiple tasks effectively.
  • Presentation Skills: Capable of making compelling presentations to potential clients.
  • Qualifications: LLQP certification or willingness to obtain it.

What Sets Us Apart:

  • Competitive Compensation: Enjoy a commission structure, bonuses, and monthly sales contests.
  • Ongoing Training: Continuous improvement of skills and technical knowledge.
  • Yearly Sales Conventions: Opportunities for professional development and networking.
  • Community Focus: Work in a team environment dedicated to giving back to our communities.
  • Work/Life Balance: Benefit from a remote work-from-home opportunity that allows you to create your ideal work/life balance.

Ready to Unlock Your Potential? Apply Now to Join the Serenia Life Financial Team"}

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