Life and Health Insurance Advisor

Job summary

Assess client needs and recommend appropriate insurance products to help manage risks. Meet monthly sales targets while maintaining accurate and thorough documentation.

Job details

Benefits: Paid time off Training & development Bonus based on performance We are an Independently owned Desjardins agency and have been recognized as one of the top performing agencies in Canada. We hire people who use their skills and passion at work because our customers deserve to interact with us at our best. They trust us to help them and their families, and we do our absolute best for them. If you are up for the task, we are interested in you. Choose a career with Desjardins and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. Requirements · Life License Qualification Program (LLQP) · Sales Experience Job Responsibilities Assess client needs and recommend appropriate insurance products Effectively communicating Insurance products to clients Meet deadlines with accuracy and thoroughness Knowledge of Insurance products and how they help people manage their risks Reaching monthly sales targets Qualifications and Experience Proficient in Microsoft Office: Word, Excel, and Outlook Sales experience Excellent communication, written, verbal and listening skills Self-motivated, goal oriented and enthusiastic Diligent and hardworking Proactive in problem solving Ability to work in a team environment Professional demeanor and extraordinary customer service skills Benefits of Working with Us Competitive Salary ($60,000 - $80,000 to start depending on experience) Competitive commission structure Work-life Balance (4-day work week available once training is complete) 3 weeks’ vacation to start plus sick days. Abundance of growth opportunities Year End bonuses Are you customer-focused, high energy, and results oriented? Do you enjoy working with the public? If you answered yes to these questions, then working for a Desjardins Agent is the career for you! Desjardins is a leading provider of Auto, Home, Commercial and Life insurance in Canada, with the passion to become the customer's first and best choice in the products and services we provide. Training will be provided for the licensed candidate. This is a Full-time position within a Desjardins Insurance Agency in Burlington, this is not a remote role. We thank all applicants for their interest, however, only those selected for interview will be contacted.

What you’ll do

Assess client needs and recommend appropriate insurance products to help manage risks. Meet monthly sales targets while maintaining accurate and thorough documentation.

Requirements

Candidates must hold a Life License Qualification Program (LLQP) certification. Previous sales experience and proficiency in Microsoft Office are required.

Benefits

• Paid time off • Training and development • Performance bonus • Competitive salary • Competitive commission structure • Work-life balance • 4-day work week • 3 weeks vacation • Sick days • Growth opportunities • Year end bonuses

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• Microsoft Excel · Preferred
• Sales · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Insurance products
• Customer service
• Communication
• Microsoft Office
• Word
• Excel
• Outlook
• Problem solving
• Teamwork
• Goal oriented
• Time management
• Client Needs Assessment
• Energetic
• Professionalism
• Ability To Meet Deadlines
• Time Off Management
• Self-Motivation
• Microsoft Word
• Microsoft Excel
• Customer Service
• Problem Solving
• Listening Skills
• Microsoft Outlook
• Enthusiasm
• Goal-Oriented

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Life and Health Insurance Agent
• Life / Health Insurance Sales Agent
• Insurance Representatives
• Insurance Sales Agents