Insurance Consultant Specialist
1 week ago
Company Overview
">One Solution Wealth Management is a Canadian company that specializes in providing high-quality customer experiences and developing client relationships based on integrity and transparency.
">Salary
">The estimated salary for this position is around $60,000 - $80,000 per year, depending on experience and performance.
">Job Description
">As a License Insurance Advisor, you will work in a supportive team atmosphere to create human-centered customer experiences. Your responsibilities will include:
">- ">
- Assisting clients with financial matters, providing expert advice and feedback;">
- Generating new business by discovering, cultivating, and closing new opportunities;">
- Evaluating clients' insurance needs based on their financial situation, risk tolerance, and long-term aspirations;">
- Informing clients about numerous insurance options, such as life, health, property, and casualty, and providing personalized advice on selecting the most appropriate coverage options;">
- FOLLOWING INDUSTRY REGULATIONS, ETHICAL STANDARDS, AND FINANCIAL RESPONSIBILITIES TO PROTECT CLIENTS' INTERESTS;">
- Staying updated with industry trends, new insurance products, and regulatory changes through ongoing training and professional development;">
- Strengthening client relationships through attentive customer service, regular policy reviews, and timely response to requests and complaints.">
Required Skills and Qualifications
">To be successful in this role, you will need:
">- ">
- A post-secondary education or equivalent experience, preferably within the insurance and risk consulting domain;">
- To be legally authorized to work in Canada;">
- Previous customer service, sales experience, or working in a call center environment is an asset;">
- Proficiency in individual lead generation and management;">
- A proven ability to arrange, prepare, and execute effective sales presentations to potential clients;">
- Excellent written and verbal communication skills with professional phone etiquette;">
- Strong attention to detail, active listening skills, problem-solving abilities, and patience;">
- Possesses a growth mindset, with an openness to constructive feedback and an ability to adjust accordingly;">
- Fluency in multiple languages is advantageous but not mandatory;">
- Exceptional prioritization, multitasking, and organizational skills;">
- Results-oriented with robust networking abilities;">
- Demonstrates ability to build long-term client connections from initial contact to continuing account management.">
Benefits
">We offer a commission-based compensation structure, prioritization of continuous professional growth, a supportive environment for learning, and encouragement of personal and industry-wide development.
">Others
">If you are passionate about making a difference, thrive in a fast-paced and entrepreneurial environment, and want to be part of a high-performing team, we would love to hear from you.
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