Financial Services Specialist
2 weeks ago
We are seeking a highly motivated and experienced Insurance Sales Representative to join our team at Wayne Nichols Insurance & Financial Services Ltd.
Key Responsibilities- Market Analysis: Conduct thorough market analysis to identify potential client markets and assess their needs.
- Premium Calculation: Accurately calculate premiums for various insurance products.
- Client Onboarding: Establish and maintain client relationships, ensuring they have the necessary insurance coverage.
- Market Identification: Identify new market opportunities and develop strategies to capitalize on them.
- Policy Administration: Ensure all policy requirements are met, including forms, medical examinations, and other necessary documentation.
- Claims Management: Monitor insurance claims and respond to client inquiries in a timely and professional manner.
- Customer Service: Provide exceptional customer service, addressing client concerns and needs.
- Product Knowledge: Stay up-to-date on various insurance products, including group and individual packages, risk coverage, benefits, and policy features.
- Sales and Marketing: Sell automobile, fire, health, life, property, marine, aircraft, and other types of insurance to clients.
- Certifications: Possess a Life Licence Qualification Program (LLQP) certification.
- Insurance Experience: Have experience working with life insurance products.
- Work Conditions: Work in a fast-paced environment, requiring attention to detail and strong organizational skills.
- Personal Qualities: Demonstrate excellent interpersonal skills, client focus, and oral and written communication skills.
- Benefits: Enjoy a range of benefits, including dental plan, disability benefits, health care plan, vision care benefits, bonus, commission, and group insurance benefits.
- Work Environment: Work in a permanent position, with a standard work week of 35 to 44 hours.
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Financial Services Specialist
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Hamilton, Ontario, Canada Tianxin Financial Services Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Tianxin Financial Services Corp. As a key member of our team, you will be responsible for providing expert financial guidance to our clients.Key ResponsibilitiesClient Needs Assessment: Identify clients' financial goals and objectives, and develop personalized...
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