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life insurance agent

CCUE Finance20 days ago
North York, Ontario, Canada
Senior Level
Full-Time

Top Benefits

Health Benefits
Dental Plan
Disability Benefits

About the role

Overview

Languages

English

Education

College/CEGEP Finance, general Insurance

Experience

5 years or more

On site

Work must be completed at the physical location. There is no option to work remotely.

Asset languages

Mandarin Cantonese

Work setting

On-site customer service

Responsibilities

Tasks

Assess potential institutional, business or individual client markets Calculate premiums Establish client insurance coverage Establish method of payment Identify potential markets Ensure appropriate forms, medical examinations and other policy requirements are completed Monitor insurance claims and respond to clients' enquiries Provide customer service Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance

Credentials

Certificates, licences, memberships, and courses

Life Licence Qualification Program (LLQP)

Experience and specialization

Insurance experience

Individual insurance Group insurance Health insurance Life insurance products Personal RRSP Travel insurance products

Additional information

Work conditions and physical capabilities

Tight deadlines Attention to detail Fast-paced environment Work under pressure

Personal suitability

Client focus Efficient interpersonal skills Excellent oral communication Excellent written communication Flexibility Judgement Organized Reliability Team player

Benefits

Health benefits

Dental plan Disability benefits Health care plan Vision care benefits

Financial benefits

Bonus Commission

Other Benefits

Free parking available Parking available

About CCUE Finance

Financial Services
11-50 employees

CCUE Finance is dedicated to offering Canadian Chinese comprehensive investment and financial services. We provide one-stop services on life insurance, estate planning, investment funds, taxation and other financial products and services. In 2017, we joined IDC WORLDSOURCE INC. (leading Managing General Agency), and became its Associate General Agency. We are the direct agent of 24 financial and insurance institutions. With excellent file processing system, professionally experienced teams, and the advantage of being the direct agent of 24 financial institutions, we provide clients with the best tailored-made investment proposals.

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