Financial Services Sales Representative

Craig Budd - Desjardins Insurance Agent; Hamilton; On-site; CAD 40,000 - 60,000; Full time

Job summary

A successful Desjardins Agent in Grimsby is seeking a motivated professional to join their agency. This role offers a dynamic work environment with opportunities for growth, requiring a life insurance license and strong communication skills. The position focuses on selling life insurance and related products, making it ideal for driven individuals looking to build a career.

Benefits

Competitive compensation; salary plus commission/bonus

Benefits offered

Growth potential / Opportunity for advancement

Qualifications

• Experience in marketing and selling financial products.
• Successful track record of meeting sales goals.
• Knowledge of life products.

Responsibilities

• Develop leads, schedule appointments, and market products.
• Quote new business through outbound calls.
• Sell new policies to existing or new clients.

Skills

Communication skills

Problem solving

Self-motivated

Organized

Teamwork

Education

Life insurance license

OTL - Property & Casualty license

Job description

Location : Grimsby, ON

Type : Full Time

Position Overview :

A successful Desjardins Agent is seeking a motivated professional to join their growing agency. We are located in the downtown core of Grimsby and require an individual who can keep up with the fast-paced environment and increasing demand from a town that is rapidly expanding. We seek a dynamic and driven individual capable of helping our business grow through value-based conversations and remarkable customer experience. This is your opportunity for a rewarding career with excellent income and growth potential.

Requirements

• Life insurance license
• OTL - Property & Casualty license (must be willing to obtain)
• Experience in marketing and selling financial products
• Knowledge of life products
• Successful track record of meeting sales goals
• Looking to build a career
• Self-motivated
• Excellent communication skills - written, verbal and listening
• Strong work ethic
• Organized, with the ability to problem solve
• Ability to work as a team
• Ability to multi-task

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Quote new business through outbound calls and marketing initiatives
• Ability to make presentations to potential customers
• Sell new policies / write new business to existing or new clients
• Sales initiatives will be focused toward permanent and term life insurance policies, disability insurance, critical illness insurance and health and dental benefits
• Seize all sales opportunities, solicitation and product offers.
• Work with the agent to establish and meet marketing goals.
• Retain clear and concise documentation and records

As an Agent Team member , you will receive...

• Competitive compensation; salary plus commission / bonus
• Benefits offered
• Growth potential / Opportunity for advancement

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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