Sales - Life Insurance and Financial Services

Job summary

Assess client needs to recommend appropriate insurance products while effectively communicating their benefits. Manage risk assessment for clients and consistently reach monthly sales targets.

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 to recommend appropriate insurance products while effectively communicating their benefits. Manage risk assessment for clients and consistently reach monthly sales targets.

Requirements

Candidates must hold a Life License Qualification Program (LLQP) certification and possess prior sales experience. Proficiency in Microsoft Office and strong interpersonal skills are required for this role.

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 Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Insurance product knowledge
• Client needs assessment
• Communication
• Written communication
• Verbal communication
• Listening skills
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Problem solving
• Teamwork
• Customer service
• Goal oriented
• Time management
• Client Needs Assessment
• Energetic
• Professionalism
• Ability To Meet Deadlines
• Time Off Management
• Self-Motivation
• Customer Service
• Problem Solving
• Listening Skills
• Enthusiasm
• Goal-Oriented

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support
• Unclassified
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives