Insurance Sales and Service Professional

4 weeks ago


Niagara Falls, Ontario, Canada Kelly Jones - Desjardins Insurance Agent Full time

Role Overview:

A successful Desjardins Insurance Agent is seeking a motivated, goal-oriented individual to join their team as an Insurance Sales and Service Advisor. This role involves helping our business grow through value-based conversations and remarkable customer experiences.

Key Responsibilities:

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Work with the agent to establish and meet marketing goals.

Benefits:

  • Competitive base salary plus commissions/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Opportunity for growth and advancement

Requirements:

  • A valid driver's license and access to a reliable/personal vehicle
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal, and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Love working with people
  • Self-motivated
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Enthusiastic about the role insurance and financial services products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • Property & Casualty license (preferred/must be able to obtain)


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