Life Insurance Sales Advisor

3 days ago

Calgary, Alberta, Canada Neilson Financial Services Full time
Life Insurance Sales Advisor

We are seeking a highly skilled and driven Life Insurance Sales Advisor to join our Canadian team. As a key member of our team, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.

Key Responsibilities:

  • Manage a large volume of warm leads via inbound and outbound calls in a timely and efficient manner.
  • Demonstrate in-depth knowledge of our life insurance products and their benefits with the ability to effectively communicate complex concepts to clients.
  • Cultivate and maintain strong client relationships through exceptional communication and end-to-end service.
  • Conduct thorough needs assessments to qualify and recommend tailored insurance solutions that align with customers' unique needs and circumstances.
  • Maintain a goal-oriented drive to meet weekly, monthly, and quarterly sales targets.
  • Abide with phone calling compliance standards in collaboration with our Quality Assurance team for call monitoring purposes.
  • Ensure all transactions and documentation comply with regulatory requirements and company policies.

Requirements:

  • Must have an active Life License Qualification Program (LLQP) with the ability to register in any Canadian jurisdiction.
  • Must be legally authorized to work in Canada.
  • Previous customer service and/or sales experience is required.
  • Proven track record in sales, preferably in the insurance or financial services industry.
  • Experience working in a call center environment is an asset.
  • Excellent written and verbal communication skills with professional phone etiquette.
  • Demonstrates a high degree of emotional intelligence to approach sensitive topics, such as end-of-life planning and provide compassionate support.
  • Experience working in a call center environment is an asset.
  • Detail-oriented, active listening, problem solver, patient.
  • Quick learner who can memorize scripts and adapt to them when issues arise during a call and have a drive to succeed.
  • Results-driven with a commitment to achieving sales targets and thrives in a highly competitive sales environment.
  • Possesses a growth mindset, with an openness to constructive feedback and an ability to adjust accordingly.

About Us:

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.

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