Financial Insurance Representative

Serenia Life Financial; Kelowna; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Financial Representative to manage customer relationships and provide solutions for financial security. If you have sales experience and excellent communication skills, you’ll thrive in this role with a strong commission-based income potential and the flexibility of remote work. The ideal candidate will be a motivated self-starter focused on helping clients achieve their financial goals.

Benefits

Competitive commission compensation

Ongoing training and development

Yearly sales conventions

Flexible schedule

Qualifications

• Sales experience preferred, preferably in outside sales, retail, or telemarketing.
• Successful track record of meeting sales goals or quotas.
• Ability to create and maintain customer relationships.

Responsibilities

• Coordinate and compile new business quotes and renewals.
• Outbound prospecting and scheduling appointments.
• Provide high-level customer service.
• Apply ethical and professional practices.
• Manage digital wealth including insurance, investments, and mortgages.

Skills

Sales experience

Excellent interpersonal skills

Excellent communication skills

Proactive in problem-solving

Ability to multi-task

Presentation skills

Education

LLQP or willingness to obtain

Job description

Job Description

Job Description

Location: British Columbia

Type: Full Time

Imagine working for a company that is both Human and Kind ...

At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial Representative it will be essential to the role, that deep relationships are created through being Human and Kind. This will assist our clients in making smart choices that will allow them the greatest chance of achieving their financial goals. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

If you are looking to :

• Work in SALES in an uncapped earning environment with unlimited growth potential
• Have a flexible schedule & be in business for yourself but not by yourself
• Help Canadians achieve financial security through leading edge products

Key Accountabilities :

• Coordinating and compiling new business quotes and renewals
• Business Development - Outbound prospecting, scheduling appointments, identifying customer needs, and introducing appropriate products and services
• Provide a high level of customer service
• Applying best practices in all interactions through being ethical, professional and doing so with integrity
• Digital Wealth Management (Insurance, Investments and Mortgages)

Requirements :

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals / quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Ability to multi-task
• Ability to make presentations to potential customers
• LLQP or Willing to obtain

What sets us apart?

• Competitive commission compensation structure, base bonuses and monthly sales contests
• Ongoing Training that is focused on improving the skill set and technical knowledge of our team
• Yearly Sales Conventions
• Getting to work in a team environment that has a strong focus to giving back to our communities
• A remote work from home opportunity, to create your optimal work / life balance

Anticipated Commission + Base Bonus Income $50000 - $80000 / Year