Life Insurance Sales Professional

6 days ago

Toronto, Ontario, Canada Neilson Financial Services Full time
Job Summary

We are seeking a highly skilled and driven Life Insurance Sales Professional to join our team at Neilson Financial Services. As a key member of our Canadian team, 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, providing expert guidance and building strong client relationships.
  • Demonstrate in-depth knowledge of our life insurance products and their benefits, effectively communicating 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.
  • 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.
  • 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.
  • 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.
Additional Information

Neilson Financial Services is an equal opportunity employer and is committed to diversity and inclusion. We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department.

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