Insurance Sales and Business Development Specialist

2 weeks ago


Toronto, Ontario, Canada Western Financial Group Full time

Overview

The Insurance Sales and Business Development Specialist will be responsible for prospecting and up-selling insurance lines of business to clients, maintaining a work-life balance, and meeting/exceeding sales targets.

Key Responsibilities

  • Prospect and up-sell to clients on all lines of business sold.
  • Work and life balance with flexibility to create your own schedule to meet and exceed sales targets.
  • Consistently generate quality new business by networking and building Centers of Influence to ensure a consistent stream of referral business.
  • Promote retention by building strong relationships and providing quality advice to prospects and customers for long-term sustainable growth.
  • Navigate multiple insurance partner online portals to complete customer applications.
  • Meet and exceed sales and retention targets.
  • Collaborate with insurance company Underwriters to ensure evolving guidelines are met.
  • Liaise between client and external insurance partners to ensure fair and proper representation for both parties.
  • Continuous self-development, through industry and community involvement, and industry-related courses.

The Value You Bring

The ideal candidate will have a passion for helping people protect what is most valuable to them, a self-motivated and entrepreneurial mindset, excellent interpersonal skills, and the ability to communicate professionally in person, over the phone, and through email.

What We Offer

At Western Financial Group, we provide a competitive compensation package, including 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a healthcare spending account.

Community Involvement

We are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. If you have questions or require accommodation, please reach out to us.



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