Life Insurance Sales Advisor

1 month ago

Calgary, Alberta, Canada Neilson Financial Services Full time
Job Title: Life Insurance Sales Advisor

We are seeking a highly skilled and driven Life Insurance Sales Advisor to join our team at Neilson Financial Services. As a Life Insurance Sales Advisor, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.

Key Responsibilities:
  • Manage a large volume of warm leads via inbound and outbound calls in a timely and efficient manner.
  • Demonstrate in-depth knowledge of our life insurance products and their benefits with the ability to effectively communicate complex concepts to clients.
  • Cultivate and maintain strong client relationships through exceptional communication and end-to-end service.
  • Conduct thorough needs assessments to qualify and recommend tailored insurance solutions that align with customers' unique needs and circumstances.
  • Maintain a goal-oriented drive to meet weekly, monthly, and quarterly sales targets.
  • Abide with phone calling compliance standards in collaboration with our Quality Assurance team for call monitoring purposes.
  • Ensure all transactions and documentation comply with regulatory requirements and company policies.
Requirements:
  • Must have an active Life License Qualification Program (LLQP) with the ability to register in any Canadian jurisdiction.
  • Must be legally authorized to work in Canada.
  • Previous customer service and/or sales experience is required.
  • Proven track record in sales, preferably in the insurance or financial services industry.
  • Experience working in a call center environment is an asset.
  • Excellent written and verbal communication skills with professional phone etiquette.
  • Demonstrates a high degree of emotional intelligence to approach sensitive topics, such as end-of-life planning and provide compassionate support.
  • Experience working in a call center environment is an asset.
  • Detail-oriented, active listening, problem solver, patient.
  • Quick learner who can memorize scripts and adapt to them when issues arise during a call and have a drive to succeed.
  • Results-driven with a commitment to achieving sales targets and thrives in a highly competitive sales environment.
  • Possesses a growth mindset, with an openness to constructive feedback and an ability to adjust accordingly.

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