Professional Insurance Services Representative

4 weeks ago

Mississauga, Ontario, Canada People Corporation Full time

At People Corporation, we are committed to helping businesses succeed. We offer customized solutions designed to fit the unique needs of our clients and their employees.

We have an exciting opportunity for a Professional Insurance Services Representative to join our team in Mississauga

Job Description

The successful candidate will provide sales advice to clients on all insurance products, including life insurance, living benefits, travel insurance, and registered products. They will manage and retain an assigned block of business in relation to individual insurance plans, including ongoing needs assessment, renewals, reporting, client questions/concerns, and service deliveries.

The representative will conduct in-person and remote meetings with new and existing clients, as well as plan member education sessions when required. They will conduct needs analysis and recommend solutions to achieve financial goals, develop communications required for plan sponsors and their employees in partnership with marketing support teams, and participate in industry conferences, seminars, etc., to promote services and stay up-to-date with industry trends and activities.

Required Skills and Qualifications

To be successful as a Professional Insurance Services Representative, you will need:

  • A life insurance license (LLQP) and an Ontario mutual fund license is considered an asset;
  • Five years of experience in the individual financial services industry;
  • Post-secondary degree or diploma in financial planning or a business-related field;
  • Consistency and motivation toward setting and achieving goals;
  • Ability to work independently and strong self-discipline to complete necessary activities in a timely manner and manage competing priorities;
  • Excellent interpersonal and organizational skills, and discretion to maintain information in the strictest confidence;
  • Effective communication skills, both oral and written, with strong presentation skills;
Benefits

We offer a competitive salary of $80,000 per year, extended health care and dental benefits, a retirement savings plan with company contributions, a suite of Health & Wellness offerings, Mental Health programs and support for you and your family, assistance for the completion of industry designations, and a positive work environment.

We are committed to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

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