Insurance Sales Specialist

2 weeks ago


Oshawa, Ontario, Canada Dan Piedimonte - Desjardins Insurance Agent Full time
Role Overview

We are seeking a highly skilled Insurance Sales Specialist to join our team in Pickering, ON.

About the Role

As an Insurance Sales Specialist, you will be responsible for providing personalized advice and services to clients, focusing on new sales acquisition and customer retention.

You will work closely with our team to establish and meet sales goals, identify customer needs, and market appropriate products and services.

Key Responsibilities
  • Provide exceptional customer service, responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
  • Contribute to team sales success through individual sales goals achievement and effective opportunity spotting, cross-selling.
  • Work collaboratively with our agent and team to establish and meet set goals.
  • Increase external network visibility in the community to capitalize on market opportunities and referrals from centers of influence.
Requirements
  • Sales and customer service experience (outside sales or inside sales representative, retail sales associate, or telemarketing) is preferred.
  • A successful track record of meeting sales goals/quotas is preferred.
  • Excellent interpersonal skills, including strong communication, written, verbal, and listening skills.
  • Proactive problem-solving and dedication to customer service are essential.
  • Ability to multi-task and make presentations to potential customers.
  • A Property & Casualty license (preferred/must be able to obtain) is mandatory.
Compensation Package
  • A competitive base salary, commission-based earnings, and a year-end bonus structure.
Salary Range:

$60,000 - $80,000 per annum, based on performance and experience.



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