Insurance Advisor

2 months ago


Whitby, Canada Dan Piedimonte - Desjardins Insurance Agent Full time
{"title": "Insurance Advisor", "content": "Job Title: Insurance Advisor

At Dan Piedimonte - Desjardins Insurance Agent, we are seeking a highly motivated and customer-focused Insurance Advisor to join our team.

Job Summary:

We are looking for a skilled Insurance Advisor to provide personalized advice and service to our clients. As an Insurance Advisor, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.

Key Responsibilities:

  • Provide exceptional customer service and advice to existing clients to retain their business.
  • Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.
  • Contribute to team sales success through the achievement of individual sales goals and effective opportunity spotting, cross-selling.
  • Work with the agent and team to establish and meet set goals.
  • Increase external network to contribute and be visible in the community and 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) 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.
  • Property & Casualty license (preferred/must be able to obtain).

Mandatory Requirements:

  • Property & Casualty license OTL (preferred/must be able to obtain).

Compensation:

  • Base salary + Commission + year-end bonus.
", "lang_code": "en"}
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