Insurance Advisor

1 month ago

Woodbridge, Canada One Solution Wealth Management Full time

One Solution Wealth Management is looking for dedicated individuals with a passion for business and finance to join our growing Canadian team. As a License Insurance Advisor, you'll work in a supportive team atmosphere focused to creating human-centered, high-quality customer experiences and developing client relationships based on integrity and transparency.Responsibilities include:• Assisting clients with financial matters. Provide expert advice and feedback to clients.• Generating new business. Discover, cultivate, and close new business opportunities.• Evaluate client's insurance needs based on their financial situation, risk tolerance, and long-term aspirations.• Inform clients about numerous insurance options, such as life, health, property, and casualty. Provide personalized advice on selecting the most appropriate coverage options.• Follow industry regulations, ethical standards, and financial responsibilities to protect clients' interests.• Stay updated with industry trends, new insurance products, and regulatory changes through ongoing training and professional development.• Strengthen client relationships by attentive customer service, regular policy reviews, and timely response to requests and complaints.Key Qualifications:• Post-secondary education or equivalent experience, preferably within the insurance and risk consulting domain.• Must be legally authorized to work in Canada.• Previous customer service, sales experience or working in a call center environment is an asset.• Proficient in individual lead generation and management.• Proven ability to arrange, prepare, and execute effective sales presentations to potential clients.• Excellent written and verbal communication skills with professional phone etiquette.• Strong attention to detail, active listening skills, problem-solving abilities, and patience.• Possesses a growth mindset, with an openness to constructive feedback and an ability to adjust accordingly.• Fluency in multiple languages is advantageous but not mandatory.• Exceptional prioritization, multitasking, and organizational skills.• Results-oriented with robust networking abilities.• Demonstrates ability to build long-term client connections from initial contact to continuing account management.What we offer:• A commission-based compensation structure.• Prioritization of continuous professional growth.• Supportive environment for learning through seminars, tutorials, and webinars.• Encouragement of personal and industry-wide developmentAdditional InformationIf you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you

Job Types: Full-time, Part-timeSupplemental pay types:• Bonus pay• Commission payLanguage:• English (required)Licence/Certification:• LLQP Certificate (required) or willing to obtain

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