Financial Insurance Specialist

3 weeks ago


Langley, Canada Serenia Life Financial Full time

Role Overview

Serenia Life Financial is seeking a motivated professional to join our team as a Financial Insurance Specialist. As a key member of our team, you will be responsible for helping Canadians achieve financial security through leading-edge products.

Key Responsibilities

  • Coordinating and compiling new business quotes and renewals
  • Business Development - Outbound prospecting, scheduling appointments, identifying customer needs, and introducing appropriate products and services
  • Provide a high level of customer service
  • Applying best practices in all interactions through being ethical, professional and doing so with integrity
  • Digital Wealth Management (Insurance, Investments and Mortgages)

Requirements

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • LLQP or Willing to obtain

What We Offer

  • Competitive commission compensation structure, base bonuses and monthly sales contests
  • Ongoing Training that is focused on improving the skill set and technical knowledge of our team
  • Yearly Sales Conventions
  • Getting to work in a team environment that has a strong focus to giving back to our communities
  • A remote work from home opportunity, to create your optimal work/life balance

Anticipated Income

$50,000 - $80,000 per year



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