Financial Services Sales Professional

3 weeks ago

Edmonton, Alberta, Canada Kyle Houston - Agent for Desjardins Insurance Full time
Job Title: Financial Services Sales Representative

We are a leading insurance and financial services firm for Desjardins Insurance with two locations in Edmonton. If you are a leader, and want to work with us to continually grow our business, then we look forward to your application.

Responsibilities:
  • Collaborate with Manager and Agent to establish strategic and marketing initiatives around life and health insurance.
  • Deliver sales and service of life and health insurance products.
  • Identify new opportunities to grow our life and health book of business.
  • Work with Team to educate on multi-line sales.
  • Deliver a 5-Star Sales and Service experience.
  • Meet goals within the group around cross-selling/up-selling and other target-based programs.
  • Manage a client contact program to enhance our customer's insurance and financial experience.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
Requirements:
  • Ability to advise and help households manage risk.
  • Successful track record of managing and growing business targets.
  • Self-motivated.
  • Ability to relate to Team Members and customers.
  • Strong communication and interpersonal skills.
  • Strong work ethic with a total commitment to success each and every day.
  • Organized, with the ability to problem-solve.
  • Attention to detail.
  • Strong understanding of social media/technology.
  • Ability to motivate and leadership skills.
Qualifications:
  • Life/Accident and Sickness license.
  • Property and Casualty license (must be able to obtain).
  • Management and sales experience (required).
  • Educations in a related field.
  • 2 years of relevant experience.
  • Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales, or service would be an asset.

We look forward to your application. Only successful candidates will be contacted.

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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