Licensed Insurance Advisor

Found in: Talent CA C2 - 1 week ago


Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

Full Time - Licensed Insurance Advisor
Location: 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


  • 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...

  • Desjardins Insurance Advisor

    Found in: beBee S CA - 1 week ago


    Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Full Time - Insurance AdvisorLocation: Pickering, ONDesjardins 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...

  • Desjardins Insurance Advisor

    Found in: Talent CA C2 - 1 week ago


    Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Full Time - Insurance AdvisorLocation: Pickering, ONDesjardins 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...

  • Insurance Broker

    3 days 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...

  • Energy Advisor

    1 week ago


    Oshawa, Canada Green Home Consulting Full time

    Green Home Consulting looking for NRCan registered energy advisor - Independent Contractor. Experience & Requirements - NRCan Registered Energy Advisor (required) - Good communication - H2K Modeling - Blower door testing **Job Types**: Casual, Freelance **Salary**: $76,467.00-$84,132.00 per year **Benefits**: - Casual dress - Flexible schedule Flexible...


  • Oshawa, Canada DISCOUNT TIRE & AUTO CENTRE Full time

    We are looking for a Minimum of 3-5 years experience as a automotive service advisor, with a good communication skills, written and oral. Advise customers on repairs required, maintenance due and provide an estimate. Handle customer inquiries and issues Familiar with the Tires Sizes, Rims Familiar with the Labor guide Exceptional Customer Service Follow-up...

  • Account Manager

    4 days ago


    Oshawa, Canada McCAM Insurance Brokers Limited Full time

    **About us** We are professional, agile and customer-centric. Our work environment includes: - Growth opportunities - Wellness programs - Work-from-home days - Relaxed atmosphere - Casual work attire - Safe work environment Personal Lines Account Manager - RIBO Licensed **Primary responsibilities include**: - Providing exceptional day to day customer...

  • Sales Executive

    2 days ago


    Oshawa, Canada McDougall Insurance and Financial Full time

    About Us: - At McDougall Insurance and Financial we offer our employees; a comprehensive benefits package, McDougall pension plan, staff appreciation days, social events, a branch-wide yearend bonus, a competitive salary and paid vacation time starting at 3 weeks._ Position Summary: We are looking for an Insurance Broker to join our sales team in Oshawa,...


  • Oshawa, Canada Pathwise Credit Union Full time

    **Position Summary** The Member Solutions Advisor is responsible for the collection of outstanding accounts receivable dollars from the existing member base and all other aspects of collections, resolving problems, and reducing accounts receivable delinquency. The Member Solutions Advisor initiates collection for funds owing on delinquent retail and...

  • Personal Finance Advisor

    Found in: Talent CA C2 - 1 week ago


    Oshawa, Canada Desjardins Full time

    .The work mode arrangement for the position is full-time on siteAs a personal finance advisor at Desjardins Ontario Credit Union, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice...

  • Personal Finance Advisor

    Found in: Talent CA C2 - 1 week ago


    Oshawa, Canada Desjardins Full time

    .The work mode arrangement for the position is full-time on siteAs a personal finance advisor at , you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...

  • Financial Advisor

    1 day ago


    Oshawa, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Investment Advisor

    Found in: beBee jobs CA - 1 day ago


    Oshawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need...

  • Investment Advisor

    Found in: beBee S CA - 2 weeks ago


    OSHAWA, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll...

  • Investment Advisor

    Found in: Talent CA C2 - 1 week ago


    Oshawa, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Account Representative

    Found in: Talent CA C2 - 1 week ago


    Oshawa, Canada Dan Piedimonte - Desjardins Insurance Agent Full time

    Full-Time Account RepresentativeLocation: Pickering, ONWe hire people who use their skills and passion at work because our customers deserve to interact with us at our best. Choose a career with Desjardins and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction.The focus...


  • Oshawa, Canada SmartStop Self Storage Full time

    **_Think Outside the Box!_** A company that embraces CHANGE while enhancing EVERYONE’S journey. **Assistant Store Manager (Store #**6119 - Oshawa, ONT)** Job Summary - No Nights!** Starting at $18.00/hour + Bonus **Assistant Store Manager Essential Job Functions and Responsibilities** - Rental of storage units - Preparing rental agreements - Handling...

  • Handyman

    7 days ago


    Oshawa, Canada GCBS Group Full time

    GCBS Group is a fast expanding building services company who is looking to hire handyman sub-contractors to perform multiple repairs and maintenance tasks throughout the Durham Region and GTA. We are seeking a skilled handyman sub-contractors who have experience in commercial building services. **Requirements**: - Own transportation for reaching job...

  • Subcontractor

    2 days ago


    Oshawa, Canada GCBS Group Full time

    GCBS Group is a fast expanding building services company who is looking to hire handyman sub-contractors to perform multiple repairs and maintenance tasks throughout the Durham Region and GTA. We are seeking a skilled handyman sub-contractors who have experience in commercial building services to assist us with **Service Calls**. **Requirements**: - Own...


  • Oshawa, Canada Forward Mechanical Services Inc. Full time

    Forward Mechanical is a small, growing company supporting both residential and commercial clients in the Durham Region and surrounding area. We are fully licensed and insured. This position involves working directly with the owner of the company. Responsibilities would include: - QuickBooks - System organization - Payroll - Basic Bookkeeping - Marketing...