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Financial Services Advisor

2 months ago


Barrie, Ontario, Canada Aleem Ravji Insurance and Financial Services Full time
About the Role

We are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at Aleem Ravji Insurance and Financial Services. As an Account Manager, you will play a key role in providing exceptional service to our clients and helping them achieve their financial goals.

Key Responsibilities
  • Provide personalized insurance solutions to clients, offering expert guidance and advice on our products and services.
  • Deliver outstanding customer service, responding to inquiries and resolving issues in a timely and professional manner.
  • Work closely with clients to understand their needs and develop tailored solutions to meet their financial objectives.
  • Meet and exceed sales targets, while maintaining a high level of customer satisfaction.
  • Collaborate with internal teams to ensure seamless service delivery and achieve business objectives.
Requirements
  • Proven sales experience in the insurance industry, with a strong track record of meeting sales targets.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong problem-solving skills, with the ability to analyze complex situations and develop effective solutions.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Property & Casualty license (or ability to obtain within a reasonable timeframe).
What We Offer

We offer a competitive compensation package, including salary, uncapped commission, and a comprehensive benefits program. Our team is dedicated to providing exceptional service and support, and we are committed to helping our employees grow and develop their careers.