life insurance representative

Alliance Financial Group; Ontario; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial group in Ontario is seeking a dedicated insurance advisor to assess client needs and provide tailored insurance solutions. The role involves direct client interaction, ensuring all policy requirements are met, and delivering exceptional customer service. Candidates must possess relevant qualifications and experience in various insurance products.

Qualifications

• 2 years to less than 3 years of experience required.

Responsibilities

• Assess potential client markets and establish payment methods.
• Monitor insurance claims and respond to client inquiries.
• Provide information on insurance packages and benefits.

Skills

Customer Service

Market Assessment

Insurance Knowledge

Education

Secondary (high) school graduation certificate

Life Licence Qualification Program (LLQP)

Job description

• Secondary (high) school graduation certificate

Experience

2 years to less than 3 years

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

Responsibilities

• Assess potential institutional, business or individual client markets
• 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

Credentials

• Life Licence Qualification Program (LLQP)

Experience and Specialization

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

Additional Information

Security and Safety

• Credit check
• Criminal record check

Transportation / Travel Information

• Own transportation
• Own vehicle
• Willing to travel
• Willing to travel regularly
• Valid driver's licence

Work Conditions and Physical Capabilities