Sales Advisor

1 week ago

Toronto, Canada Pineapple Financial Inc. Full time

**Title: Sales Advisor - Insurance**

**Salary: $40,000 - $50,000 + Sales Commission**

**Full-Time**

**Are you a passionate person looking to become part of a rapidly growing financial tech-focused organization where you can gain, build, and grow your sales and customer management skills?**

As a licensed advisor, you'll be the first point of contact for our network and their customers seeking information on life insurance. Through our tools and systems, you will support the customer through a well-designed process within our proprietary software - from initial assessment to delivered policies. Referral leads are provided.

This is a 'high volume' position due to the nature of our model.

You will be provided training, support and mentorship in a fast-paced family-oriented environment while offering opportunities for growth and advancement while building a rewarding career within Pineapple.

Responsibilities include, but are not limited to:

- Quote and sell life and health insurance
- Create internal relationships with the network to generate additional insurance leads
- Follow sales process and utilize internal systems and tools
- Assess the needs of the customer
- Regular presentations
- Identify and make recommendations for additional life and health solutions
- Achieve sales targets, SLA's and KPI's

Required Qualifications and Skills:

- Must hold a valid life license (LLQP) in Ontario with a good standing
- Excellent in communication & critical thinking skills
- Technical skills required; Salesforce, Google Workspace, Microsoft Office, etc.
- A coachable team player who shares knowledge and insights with peers
- Positive, strong-minded, honest, organized, customer focused and resourceful individual
- Motivated, honest & prioritizes integrity
- A great communicator - listening is integral to 'amazing communication'
- Looking for a career change while staying in the insurance industry
- An individual who enjoys work and is performance-oriented

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