Insurance Sales Consultant

3 weeks ago


Burlington, Ontario, Canada Avelar Insurance & Financial Services Inc Full time
Position Overview:
We are seeking an experienced Insurance Sales Consultant to join our dynamic team at Avelar Insurance & Financial Services Inc. This role is essential in providing exceptional service and sales for various insurance products, including property, automobile, and commercial policies.

Key Responsibilities:
  • Establish and maintain personalized communication with clients through telephone, email, and in-person interactions.
  • Create a trusting environment that encourages the sale of home and auto insurance policies.
  • Educate clients on our insurance offerings while adhering to established underwriting guidelines.
  • Collaborate with the team to service existing clients and manage requests for policy modifications.
  • Follow up with clients to ensure all outstanding items are addressed.
  • Engage in discussions with clients to identify their specific insurance needs and provide tailored solutions.
Qualifications:
  • Strong communication and interpersonal skills.
  • Ability to build rapport and trust with clients, demonstrating patience and approachability.
  • Effective time management and multitasking abilities.
  • Proficient telephone and customer service skills.
  • Ability to apply varying underwriting procedures based on client profiles.
Requirements:
  • Previous experience in insurance sales or client service.
  • Property and Casualty license (OTL preferred or RIBO license).
  • Prior sales and customer service experience in any industry.
  • Fluency in English is mandatory; proficiency in Spanish is a significant advantage.
  • LLQP life insurance license is a plus.
  • Candidates must be prepared to cover the costs associated with obtaining the OTL license, if not already held.
  • RIBO license holders can transition to OTL without additional testing.

This position is with an independent contractor agent that is part of the Desjardins exclusive agent network. Employees of this agent are not employees of Desjardins Group or its subsidiaries. Independent contractor agents are responsible for all employment decisions regarding their staff.



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