Licensed Insurance Advisor

3 days ago

Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

Full Time - Licensed Insurance AdvisorLocation: Pickering, ON Position Overview: As a Property & Casualty Insurance Advisor, you will provide our clients with Home, Auto & Auto financing products and advice to the personal and commercial market within Pickering and surrounding areas. You are primarily focused on new sales acquisition by providing our customers with personalized client experience and focused advice. You are a team player and love providing solutions based on our clients' specific needs analysis that satisfies their unique requirements. You will contribute to the Agency's success and deepen client relationships through effective opportunity spotting, cross-selling and referring to your team. Responsibilities: Provide existing clients with personalized advice and the strong client experience necessary to retain their business. Service may include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Contribute to team sales success through the achievement of individual sales goals and through 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 to capitalize on market opportunities and referrals from centers of influence. Requirements: Sales & 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

  • Desjardins Insurance Advisor

    2 weeks ago

    Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Full Time - Insurance Advisor Location: Pickering, ON Desjardins is a financial services company specializing in Property and Casualty insurance i.e. Auto and Fire (both personal and commercial), Life insurance, Living Benefits, and Mutual Funds. Dan Piedimonte Desjardins Insurance is an Agency located in Pickering. We are looking for a permanent, full-time...

  • Licensed Insurance Advisor

    4 hours ago

    Pickering, Ajax, Oshawa, Whitby, Canada Dan Piedimonte Full time

    Full Time - Licensed Insurance AdvisorLocation: Pickering, ONPosition Overview:As a Property & Casualty Insurance Advisor, you will provide our clients with Home, Auto & Auto financing products and advice to the personal and commercial market within Pickering and surrounding areas. You are primarily focused on new sales acquisition by providing our...

  • Insurance Broker

    2 weeks ago

    Oshawa, Canada ZAG Insurance Full time

    We're on the lookout for Insurance Broker's to join our dynamic team! Your role will involve boosting the company's client portfolio by selling a variety of insurance policies to both new and existing clients. **Responsibilities**: - Present and pitch insurance policies to prospective and current clients. - Develop and craft customized plans based on...

  • Insurance Broker

    1 week ago

    Oshawa, Canada ZAG Insurance Full time

    **Job Summary** Insurance Broker ZAG Insurance Full Time Hybrid or Remote if based in Ontario Oshawa, ON, Canada **About Us** We do insurance the ZAG way! Whether it’s auto, home, business, life, or travel insurance, we’re the real deal. As a proud division of Oracle RMS, an award-winning insurance brokerage, we have access to over 50 insurance...

  • Life & Wealth Insurance Advisor — Client‑Focused Growth

    4 weeks ago

    Oshawa, Canada RBC Full time

    A leading financial institution in Canada is actively seeking a Life & Wealth Advisor in Oshawa. This role involves providing integrated life insurance planning and advice to clients and building strong relationships. The ideal candidate will have a post-secondary degree, a Life/A&S License, and 1-2+ years of sales experience in the Insurance Industry. Enjoy...

  • Insurance Agent

    6 days ago

    Oshawa, Canada Billyard Insurance Courtice Full time

    Looking for a sales driven personal and commercial lines producer, with or without your own book of business, to join the team at Billyard Insurance Group in Courtice, ON. Must be committed to providing legendary client service and have an insatiable hunger for closing and attracting clients. Our sales & service producer position requires a sales-oriented...

  • Insurance Advisor Life, Health

    2 days ago

    Oshawa, Canada Royal Bank of Canada Full time

    Job Description Actively recruiting in Barrie, Brampton, Concord, Mississauga, Oshawa and Scarborough. What is the opportunity? As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC...

  • Life, Health

    2 days ago

    Oshawa, Canada Royal Bank of Canada Full time

    A leading financial institution is seeking a Life & Wealth Advisor primarily in the Oshawa area to provide integrated life insurance planning. This role demands strong business development and client relationship skills, emphasizing a goal-oriented approach. Responsibilities entail understanding clients' needs, promoting services effectively, and achieving...

  • Insurance Advisor Life, Health

    4 weeks ago

    Oshawa, Canada RBC Full time

    Job Description Actively recruiting for the following locations - Ajax, Brock, Clarington, Oshawa, Pickering, Scugog, Uxbridge, Whitby What is the opportunity? As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...

  • Insurance Advisor Life, Health

    2 weeks ago

    Oshawa, Canada Royal Bank of Canada Full time

    Job Description Actively recruiting for the following locations - Ajax, Brock, Clarington, Oshawa, Pickering, Scugog, Uxbridge, WhitbyWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to...