Insurance Consultant Specialist

1 week ago


Woodbridge, Ontario, Canada One Solution Wealth Management Full time

Company Overview

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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.

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Salary

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The estimated salary for this position is around $60,000 - $80,000 per year, depending on experience and performance.

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Job Description

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As a License Insurance Advisor, you will work in a supportive team atmosphere to create human-centered customer experiences. Your responsibilities will include:

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  • 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.">
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Required Skills and Qualifications

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To be successful in this role, you will need:

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  • 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.">
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Benefits

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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.

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Others

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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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