Licensed Insurance Advisor

Career Opportunity Role Title 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; licensed in Quebec is mandatory 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 Starting Salary: $40,000.00 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 Licensed Insurance Advisor is responsible for selling life and critical illness insurance products while identifying client needs and providing professional advice. They must accurately record prospect feedback in an online system and maintain high levels of compliance while meeting monthly and quarterly sales targets.

Candidates must hold valid Provincial Life and Accident & Sickness licenses, with mandatory licensing in Quebec. The role requires a proven sales background, full bilingual proficiency in English and French, and the ability to work effectively both independently and within a team.

• Discretionary variable incentive plan

• Customer servicePreferred
• SalesPreferred
• CommunicationPreferred
• Data entryPreferred

Identified from the job description. Confirm important requirements above.

• Life insurance
• Critical illness insurance
• Sales
• Needs analysis
• Customer service
• Bilingual
• Call center
• 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