Insurance and Financial Services Professional

3 weeks ago


Barrie, Ontario, Canada Charon Clute Insurance Agency Inc. Full time

Insurance & Financial Services Advisor Role

We are seeking a skilled professional to join our team at Charon Clute Insurance Agency Inc. as an Insurance & Financial Services Advisor. This role involves developing leads, scheduling appointments, identifying customer needs, and selling appropriate products and services.

Responsibilities:

  • Develop and implement sales strategies to meet and exceed sales targets
  • Work closely with the agent and other team members to establish and meet sales goals
  • Respond to client inquiries and concerns regarding coverages, policy changes, claim submissions, and billing issues

Requirements:

  • OTL or RIBO and/or LLQP license preferred but not required at the time of interview
  • OTL will need to be obtained prior to start date at applicant cost with employer reimbursement after meeting set employment criteria
  • LLQP will be required within 3 months of employment start date
  • Sales experience and a successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal, communication, and problem-solving skills
  • Ability to work in a team environment and make presentations to potential customers
  • Proficient in Microsoft Office: Word, Excel, and Outlook

Why Join Us?

  • Competitive base salary with commission and bonuses
  • Professional development opportunities
  • Collaborative and supportive team environment
  • Chance to make a real difference in customers' lives


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