Insurance Sales Consultant

3 weeks ago


Burlington, Ontario, Canada Avelar Insurance & Financial Services Inc Full time
Position Overview:
Avelar Insurance & Financial Services Inc. is seeking a knowledgeable Insurance Sales Consultant to join our dedicated team. The ideal candidate will possess a strong background in insurance services, particularly in property, auto, and commercial policies. A valid OTL license is essential for providing exceptional service and sales support to our clients.

Key Responsibilities:
  • Develop and maintain personalized communication with clients through various channels including phone, email, and in-person meetings.
  • Create a welcoming environment that fosters trust and encourages clients to explore their insurance options.
  • Provide expert guidance on insurance products while ensuring compliance with underwriting policies.
  • Collaborate with team members to effectively service existing clients and manage policy modifications.
  • Conduct follow-ups with clients to address outstanding requests and inquiries.
  • Engage in discussions with clients to identify their specific insurance needs and present tailored solutions.
Qualifications:
  • Proven experience in insurance sales and client service.
  • Possession of a Property and Casualty license (OTL preferred or RIBO license).
  • Prior experience in sales and customer service in various industries.
  • Fluency in English is required; proficiency in Spanish is an asset.
  • LLQP life insurance license is advantageous.
  • Willingness to invest time and resources to obtain the OTL license if not already held.
Skills Required:
  • Exceptional communication and interpersonal abilities.
  • Strong listening skills and the ability to build rapport with clients.
  • Effective time management and multitasking capabilities.
  • Proficient telephone etiquette and customer interaction skills.
  • Ability to apply underwriting guidelines appropriately based on client profiles.

This position is with an independent contractor agent affiliated with Avelar Insurance & Financial Services Inc. Employment decisions are made solely by the independent contractor agent.



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