Licensed Broker, Personal Service (Go Insurance)
Top Benefits
About the role
We are seeking a motivated and dynamic Insurance Salesperson to join our team in Alberta. As a Life Insurance Salesperson, you will be responsible for helping clients select life insurance policies that best meet their needs, providing exceptional customer service, and achieving sales targets. Your role will involve working with existing clients, utilizing our corporate database, educating potential clients, and maintaining relationships to ensure long-term satisfaction and coverage.
Key Responsibilities
- Client Consultation Meet with clients to understand their financial situation, needs, and objectives to recommend appropriate insurance products.
- Sales and Marketing Develop and implement sales strategies to work with existing clients and utilize our corporate database to retain and expand client relationships.
- Policy Management Assist clients with policy applications, adjustments, claims, and renewals. Ensure all documentation is accurate and submitted in a timely manner.
- Customer Service Provide ongoing support and service to clients, addressing any concerns or questions regarding their policies. Maintain regular contact to review and update coverage as necessary.
- Compliance Stay updated on industry regulations and company policies to ensure all sales activities comply with legal and ethical standards.
- Product Knowledge Continuously improve knowledge of insurance products, industry trends, and competitors to effectively communicate benefits and features to clients.
- Reporting Maintain accurate records of sales activities, client interactions, and transactions. Prepare regular reports for management review.
Qualifications
- Education High school diploma or equivalent required; Accident and Sickness Insurance licenses
- Experience Proven experience in sales, preferably in the insurance industry. Experience in insurance sales is highly desirable.
- Licensing Must hold a valid insurance license in Alberta
- Skills
- Excellent communication and interpersonal skills
- Strong negotiation and persuasive abilities
- Ability to build and maintain client relationships
- Good organizational and time-management skills
- Proficient in Microsoft Office Suite and CRM software
Key Competencies
- Customer Focus Dedicated to meeting the expectations and requirements of clients.
- Results Driven Consistently meets or exceeds sales targets and goals.
- Integrity and Trust Demonstrates honesty, keeps commitments, and behaves in a consistent manner.
- Problem Solving Identifies and resolves issues in a timely manner, using creativity and sound judgment.
- Team Player Works well with others, contributing to a positive team environment.
What's in it for you
- Unleash Your Earnings Potential - Say goodbye to income limits! With our generous commission structure, your earning potential knows no bounds.
- Positive Team Environment - Join a vibrant team of like-minded individuals who share your passion and drive. We foster a positive and collaborative work environment where everyone supports and uplifts each other. Together, we celebrate victories, overcome challenges, and create lasting friendships.
- Health and Dental - Your well-being matters to us. Experience comprehensive benefits, including healthcare, dental coverage, and a health spending account. We want to see your biggest, brightest smile!
- Employee Investment Program - Money back? Yes, please! Brace yourself for this irresistible offer. Our program guarantees a 10% return every year, up to a whopping 16%, based on our profits.
- Vacation Vibes - We understand the importance of work-life balance. Picture yourself sipping margaritas on a sandy beach. After your first year, enjoy THREE WEEKS OF VACATION! Reach five years, and you'll have four weeks. Hit ten years, and you'll be soaking up FIVE weeks of vacation time!
- Learn and Grow - We're committed to your growth and development. We provide ongoing support and mentorship, while you complete and maintain your designation.
- Climb the Ladder - With our promote-from-within culture, you'll have ample opportunities to grow along your chosen career path.
- Giving Back Feels Great - We're all about making a positive impact. Every year, we donate to worthy causes like the Kids with Cancer Society and Go Auto Fuels the Schools.
We don’t build jobs, we build careers. Ask about one of our many success stories during your interview.
About Go Insurance
A dedicated team of highly trained insurance professionals ready to help with every insurance need.
Over the past decade, Go Insurance has grown from a small agency working out of an even smaller office, to a trusted pillar in the insurance community. We provide coverage for a wide range of clients—from small contractors to large businesses—and deliver on the simplest and most complex insurance requirements.
Our insurance advisors are highly educated and expertly trained to meet your needs, and specialize in auto insurance, home insurance, travel insurance, and commercial insurance. We attribute our business growth to excellent client care, knowledgeable team members, and competitive offerings, three qualities Go Insurance clients can always rely on.
Go Insurance is proud to be an active supporter in the local community, which is why we support charitable organizations like Little Warriors, the Canadian Cancer Society, and the Humane Society, to name a few.
Licensed Broker, Personal Service (Go Insurance)
Top Benefits
About the role
We are seeking a motivated and dynamic Insurance Salesperson to join our team in Alberta. As a Life Insurance Salesperson, you will be responsible for helping clients select life insurance policies that best meet their needs, providing exceptional customer service, and achieving sales targets. Your role will involve working with existing clients, utilizing our corporate database, educating potential clients, and maintaining relationships to ensure long-term satisfaction and coverage.
Key Responsibilities
- Client Consultation Meet with clients to understand their financial situation, needs, and objectives to recommend appropriate insurance products.
- Sales and Marketing Develop and implement sales strategies to work with existing clients and utilize our corporate database to retain and expand client relationships.
- Policy Management Assist clients with policy applications, adjustments, claims, and renewals. Ensure all documentation is accurate and submitted in a timely manner.
- Customer Service Provide ongoing support and service to clients, addressing any concerns or questions regarding their policies. Maintain regular contact to review and update coverage as necessary.
- Compliance Stay updated on industry regulations and company policies to ensure all sales activities comply with legal and ethical standards.
- Product Knowledge Continuously improve knowledge of insurance products, industry trends, and competitors to effectively communicate benefits and features to clients.
- Reporting Maintain accurate records of sales activities, client interactions, and transactions. Prepare regular reports for management review.
Qualifications
- Education High school diploma or equivalent required; Accident and Sickness Insurance licenses
- Experience Proven experience in sales, preferably in the insurance industry. Experience in insurance sales is highly desirable.
- Licensing Must hold a valid insurance license in Alberta
- Skills
- Excellent communication and interpersonal skills
- Strong negotiation and persuasive abilities
- Ability to build and maintain client relationships
- Good organizational and time-management skills
- Proficient in Microsoft Office Suite and CRM software
Key Competencies
- Customer Focus Dedicated to meeting the expectations and requirements of clients.
- Results Driven Consistently meets or exceeds sales targets and goals.
- Integrity and Trust Demonstrates honesty, keeps commitments, and behaves in a consistent manner.
- Problem Solving Identifies and resolves issues in a timely manner, using creativity and sound judgment.
- Team Player Works well with others, contributing to a positive team environment.
What's in it for you
- Unleash Your Earnings Potential - Say goodbye to income limits! With our generous commission structure, your earning potential knows no bounds.
- Positive Team Environment - Join a vibrant team of like-minded individuals who share your passion and drive. We foster a positive and collaborative work environment where everyone supports and uplifts each other. Together, we celebrate victories, overcome challenges, and create lasting friendships.
- Health and Dental - Your well-being matters to us. Experience comprehensive benefits, including healthcare, dental coverage, and a health spending account. We want to see your biggest, brightest smile!
- Employee Investment Program - Money back? Yes, please! Brace yourself for this irresistible offer. Our program guarantees a 10% return every year, up to a whopping 16%, based on our profits.
- Vacation Vibes - We understand the importance of work-life balance. Picture yourself sipping margaritas on a sandy beach. After your first year, enjoy THREE WEEKS OF VACATION! Reach five years, and you'll have four weeks. Hit ten years, and you'll be soaking up FIVE weeks of vacation time!
- Learn and Grow - We're committed to your growth and development. We provide ongoing support and mentorship, while you complete and maintain your designation.
- Climb the Ladder - With our promote-from-within culture, you'll have ample opportunities to grow along your chosen career path.
- Giving Back Feels Great - We're all about making a positive impact. Every year, we donate to worthy causes like the Kids with Cancer Society and Go Auto Fuels the Schools.
We don’t build jobs, we build careers. Ask about one of our many success stories during your interview.
About Go Insurance
A dedicated team of highly trained insurance professionals ready to help with every insurance need.
Over the past decade, Go Insurance has grown from a small agency working out of an even smaller office, to a trusted pillar in the insurance community. We provide coverage for a wide range of clients—from small contractors to large businesses—and deliver on the simplest and most complex insurance requirements.
Our insurance advisors are highly educated and expertly trained to meet your needs, and specialize in auto insurance, home insurance, travel insurance, and commercial insurance. We attribute our business growth to excellent client care, knowledgeable team members, and competitive offerings, three qualities Go Insurance clients can always rely on.
Go Insurance is proud to be an active supporter in the local community, which is why we support charitable organizations like Little Warriors, the Canadian Cancer Society, and the Humane Society, to name a few.