Bilingual Licensed Insurance Advisor

Career Opportunity Role Title Bilingual Licensed Insurance Advisor Purpose of role The Licensed Insurance Advisor is responsible for selling life and critical illness insurance to consumers. Identifying client needs, providing information, answering inquiries, submitting applications, while maintaining a high level of compliance. Job Description Key Responsibilities Provide advice and needs analysis, and complete sales applications Accurately record prospect feedback in an online system Meet sales targets and quality measures on a monthly, quarterly and annual basis Regularly communicate with prospects and clients through both verbal and written modes of communication Support various marketing and/or sponsor campaigns Sell and service life insurance products sold by Canada Protection Plan Continue to keep life insurance licensing in good standing Other duties as required Key Qualifications Provincial Life and Accident & Sickness licenses; Quebec licensing mandatory, licensing outside of Quebec must be obtained within 6 months of hire Prior experience working in a call center is preferred Proven sales background Able and willing to follow scripts and regulations Fully bilingual in English and French in both verbal and written communication Ability to work independently and within a team Post-secondary school graduate or equivalent #LI-Remote The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance. Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role. Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves. Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [email protected] in advance of your appointment. Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

The advisor is responsible for selling life and critical illness insurance by conducting needs analyses and submitting applications. They must also maintain compliance, meet sales targets, and manage client communications through various channels.

Candidates must hold provincial Life and Accident & Sickness licenses, with Quebec licensing being mandatory. The role requires full bilingual proficiency in English and French, along with prior call center and sales experience.

• Discretionary variable incentive plan • Accommodations for different abilities

• FrenchPreferred
• CompliancePreferred
• SalesPreferred
• CommunicationPreferred
• Data entryPreferred
• EnglishPreferred

Identified from the job description. Confirm important requirements above.

• Life insurance sales
• Critical illness insurance
• Needs analysis
• Call center experience
• Sales
• Bilingual
• French
• English
• Compliance
• Communication
• Data entry
• Sales Prospecting
• Bilingual (French/English)
• Needs Assessment
• Multilingualism
• Call Center Experience
• Critical Illness Insurance
• Selling Techniques
• Marketing
• Innovation
• Service Life
• Writing
• Customer Inquiries

• Sales
• Finance & Accounting
• Customer Service & Support
• Licensed Insurance Advisor
• Call Center Sales Representative
• Contact Centre Salespersons
• Telemarketers

Minimum education

High school

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week