Insurance Account Representative

4 weeks ago


Whitby, Canada Mike Trevett - Desjardins Insurance Agent Full time

Insurance Account Representative Role Overview

A successful Desjardins Agent is seeking a qualified professional to join a winning team for the role of Insurance Account Representative. The ideal candidate will be an energetic professional, interested in helping clients through value-based conversations and remarkable customer experiences.

Key Responsibilities:

  • Develop leads, schedule appointments, and build relationships with clients over the phone, virtually, or in person
  • Educate clients about their insurance coverages and products that meet their needs
  • Utilize proven systems to help new and current clients build and protect their wealth
  • Help clients manage the risks of everyday life and recover from the unexpected
  • Provide a remarkable customer experience

Requirements:

  • A positive attitude
  • A desire to win
  • A desire to learn and grow on a daily basis
  • Sales experience (preferred)
  • Ability to communicate complex concepts simply
  • Ability to find and focus on solutions for clients
  • Dedication to providing an exceptional client experience
  • Ability to present solutions to current and potential clients
  • Property & Casualty license (preferred/must be able to obtain)
  • Life insurance license (preferred/must be able to obtain)

Total Compensation Range: $45-$50K Base Salary, Uncapped commissions, Annual bonus, Health and Dental/Life insurance benefit (after 3 months), Assumed total compensation: $60,000.00 - $100,000.00 ++



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