Personal Insurance Advisor

Job summary

Provide professional service to clients regarding auto, travel health, and personal insurance products. Identify client needs and encourage the bundling of insurance solutions to maximize company product sales.

Job details

Provide professional service to clients regarding auto, travel health, and personal insurance products. Identify client needs and encourage the bundling of insurance solutions to maximize company product sales. Preferred candidates should have 2-5 years of personal insurance sales experience and a Level 2 Insurance License. Proficiency in Broker Management Software and strong communication skills are required.

What you’ll do

Provide professional service to clients regarding auto, travel health, and personal insurance products. Identify client needs and encourage the bundling of insurance solutions to maximize company product sales.

Requirements

Preferred candidates should have 2-5 years of personal insurance sales experience and a Level 2 Insurance License. Proficiency in Broker Management Software and strong communication skills are required.

Benefits

• Compensation
• Benefits
• RRSP Match
• Referral Incentives
• Company Perks
• Work Flexibility
• Paid Educational Training
• Paid Day Off For Birthday

Listed skills

• Customer service · Preferred
• written communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Insurance Sales
• Client Service
• Up Selling
• Cross Selling
• Written Communication
• Verbal Communication
• Broker Management Software Systems
• Client Needs Identification

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

More jobs from HUB International