Insurance and Financial Services Advisor

3 months ago

Barrie, Canada Charon Clute Insurance Agency Inc. Full time

Join Our Dynamic Team as an Insurance & Financial Services Advisor

Charon Clute Insurance Agency Inc.

Location:  Barrie, ON

Tyle:  Sales - Full Time

Compensation:  Base Salary starting from $40000K to $50000K + Commission + Bonuses

Who we Are:

We are a professional insurance office that provides exceptional customer service at every contact. We want to help our customers choose the right coverage for their particular needs and develop options to help them realize their long term goals. We strive to develop lasting relationships with our customers while providing a wide variety of products and services. We love what we do and hope to make our customers love what we do too 

Position Overview:

A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance & Financial Services Specialist - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income potential. 

Responsibilities:

  • Develop leads, schedule appointments, identify customer needs, and the sale of appropriate products and services
  • Work with the agent and other Team Members to establish and meet/exceed stated sales goals/targets
  • Respond to client questions and concerns including: coverages, policy changes, claim submissions, billing concerns, etc.


Qualifications And Experience

  • OTL or RIBO and/or LLQP License perferred but not required at the time of interview
  • OTL will need to be obtained prior to start date at applicant cost with employer reimbursement after meeting set employment criteria
  • LLQP will be required within 3 months of employment start date
  • Sales 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
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Proficient in Microsoft Office:  Word, Excel and Outlook
  • Ability to work in a Team environment
  • You are required to have a valid driver's license
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate

Why Join Us?

  • Competitive base salary with commission and bonuses
  • Professional development opportunities
  • Collaborative and supportive team environment
  • Chance to make a real difference in customers' lives

This position is with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

We thank all applicants for their interest, however, only those selected for interview will be contacted..

Ready to take the next step in your career? Apply now and join our dedicated team at Charon Clute Insurance Agency Inc.

Apply Today

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