Insurance Professional

4 weeks ago


Markham, Ontario, Canada Cheryl Moulton Insurance Agency Full time

Insurance Advisor Job Description

We are seeking a motivated and customer-focused individual to join our team at Cheryl Moulton Insurance Agency as an Insurance Advisor. As an Insurance Advisor, you will be responsible for establishing personalized telephone contact with clients, creating a climate of trust conducive to the sale of life insurance policies, and educating and advising clients on our products while adhering to the company's underwriting policies.

Responsibilities:

  • Establish personalized telephone contact with clients to create a climate of trust and educate them on our life insurance products.
  • Work with the agent to establish and meet marketing goals.
  • Use a customer-focused, needs-based review process to educate clients about insurance options.

Requirements:

  • Strong communication and interpersonal skills.
  • Successful record of meeting goals/quotas.
  • Sales experience in Life Insurance.
  • Familiarity with all types of insurance plans.
  • Experience in delivering client-focused solutions and building relationships.
  • Interest in marketing products and services based on customer needs.
  • Ability to give presentations.
  • Ability to attract new clients and retain current ones.
  • Basic math skills.
  • LLQP license required/OTL or RIBO license required.

Qualifications:

  • College diploma in a related field an asset.
  • Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset.
  • OTL/RIBO Property and Casualty license (preferred/ must be able to obtain).
  • LLQP License (Required).
  • Prior sales experience an asset.
  • Valid Ontario drivers license.
  • Positive attitude.
  • Able to speak Cantonese/Mandarin is an asset.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agent's employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.



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