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 skilled insurance sales consultant to join our dynamic team. The ideal candidate will possess a strong background in insurance services, specifically in property, auto, and commercial policies.

Key Responsibilities:
  • Develop and maintain personalized communication with clients through telephone, email, and in-person interactions.
  • Create a trustworthy environment that facilitates the sale of insurance products.
  • Provide expert guidance on various insurance offerings while adhering to established underwriting policies.
  • Collaborate with the team to address client needs and process policy modifications.
  • Conduct follow-ups with clients to ensure all requests are fulfilled.
  • Engage in discussions with clients to identify their specific insurance requirements and offer tailored solutions.
Qualifications:
  • Exceptional communication and interpersonal skills.
  • Adept at building rapport and trust with clients.
  • Strong organizational skills with the ability to manage multiple tasks efficiently.
  • Proficient in telephone communication and client interaction.
  • Knowledge of underwriting guidelines and procedures.
Requirements:
  • Previous experience in insurance sales or client service.
  • Property and Casualty license (OTL preferred or RIBO license).
  • Prior experience in sales and customer service in other sectors.
  • Fluency in English is mandatory; proficiency in Spanish is a plus.
  • LLQP life insurance license is advantageous.
  • 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 affiliated with Avelar Insurance & Financial Services Inc, and not with any larger corporate entity. Employment decisions are made solely by the independent contractor agent.



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