Insurance Sales Representative

Berni Williams Insurance and Financial Services Inc.; Fredericton; On-site; CAD 40,000 - 70,000; Full time

Benefits offered by this job

Health and dental benefits

Paid vacation and holidays

Professional development and licensing

Career advancement opportunities

Retirement savings program

Job summary

Berni Williams Insurance and Financial Services Inc. is seeking a motivated Insurance Sales Representative to identify client insurance needs and recommend coverage solutions. The role emphasizes strong communication, relationship-building, and delivering exceptional service.

You will generate new business, meet clients, present quotes, and maintain CRM records while working to meet sales targets. The position is full-time, office-based, with some after-hours or local travel as needed.

Qualifications

• High school diploma or equivalent; post-secondary education in business, finance, or related field is an asset.

Responsibilities

• Generate new business through prospecting, networking, referrals, and lead follow-up.
• Meet with prospective and existing clients to assess their insurance needs.
• Recommend suitable insurance products, including life, health, auto, home, commercial, or other coverage based on client requirements.
• Prepare and present insurance quotes and explain policy features, benefits, exclusions, and premiums.
• Build and maintain long-term client relationships through regular follow-up and excellent service.
• Achieve or exceed individual sales targets and performance goals.
• Process applications, renewals, endorsements, and policy changes accurately and efficiently.
• Stay informed about insurance products, market trends, and regulatory requirements.
• Maintain accurate client records using CRM and agency management systems.
• Collaborate with underwriting and customer service teams to ensure a smooth client experience.

Skills

Communication skills

Sales

Customer service

Negotiation

CRM software

Time management

Education

High school diploma

Post-secondary in business/finance asset

Tools

CRM software

Microsoft Office

Job description

Job Summary

We are seeking a motivated and customer-focused Insurance Sales Representative to join our team. In this role, you will help individuals and businesses identify their insurance needs and recommend appropriate coverage solutions. The ideal candidate is a strong communicator with excellent sales skills, a passion for building relationships, and a commitment to providing exceptional customer service.

Key Responsibilities

• Generate new business through prospecting, networking, referrals, and lead follow-up.
• Meet with prospective and existing clients to assess their insurance needs.
• Recommend suitable insurance products, including life, health, auto, home, commercial, or other coverage based on client requirements.
• Prepare and present insurance quotes and explain policy features, benefits, exclusions, and premiums.
• Build and maintain long-term client relationships through regular follow-up and excellent service.
• Achieve or exceed individual sales targets and performance goals.
• Process applications, renewals, endorsements, and policy changes accurately and efficiently.
• Stay informed about insurance products, market trends, and regulatory requirements.
• Maintain accurate client records using CRM and agency management systems.
• Collaborate with underwriting and customer service teams to ensure a smooth client experience.

Qualifications

• High school diploma or equivalent; post-secondary education in business, finance, or a related field is an asset.
• Valid insurance license (or ability to obtain one, as required by local regulations).
• Previous experience in sales, customer service, or the insurance industry is preferred.
• Strong interpersonal, negotiation, and communication skills.
• Ability to work independently and manage multiple priorities.
• Proficiency in Microsoft Office and CRM software.
• Strong organizational and problem‑solving abilities.

Preferred Skills

• Proven ability to meet or exceed sales goals.
• Excellent relationship‑building and customer service skills.
• Self-motivated with a results‑oriented mindset.
• Professional, ethical, and detail‑oriented.
• Ability to explain complex insurance products in simple, understandable terms.

Compensation & Benefits

• Competitive base salary plus commission and performance incentives.
• Health and dental benefits.
• Paid vacation and holidays.
• Professional development and licensing support.
• Career advancement opportunities.
• Retirement savings program (where applicable).

Working Conditions

• Full‑time position.
• Office‑based
• Occasional evening or weekend appointments may be required to meet client needs.
• Local travel may be required for client meetings and networking events.

Success in This Role

A successful Insurance Sales Representative consistently builds trust with clients, achieves sales targets, maintains regulatory compliance, and delivers exceptional service that results in long-term customer relationships and referrals.

Here’s a more compelling, recruitment‑focused version designed to attract high‑performing sales professionals who are motivated by purpose, teamwork, and success:

Why Join Our Team?

This is more than a sales career—it's an opportunity to change lives while building a rewarding future of your own.

We're looking for driven, ambitious professionals who thrive in a collaborative, high‑performance environment and are passionate about helping others. As part of our top‑performing team, you'll empower individuals, families, and businesses to protect what matters most by providing trusted guidance and personalized insurance solutions.

Success here isn't achieved alone. You'll be surrounded by experienced mentors, supportive leaders, and like‑minded professionals who celebrate wins, share knowledge, and challenge each other to reach new heights. Together, we foster a culture of excellence, integrity, and continuous growth.

If you're motivated by meaningful relationships, unlimited earning potential, professional development, and the opportunity to make a lasting impact in your community, this is the career you've been looking for.

What Makes Our Team Different?

• Join a top‑performing team with a culture of collaboration, support, and shared success.
• Make a meaningful difference by helping clients protect their families, businesses, and financial futures.
• Build long‑term relationships based on trust, integrity, and exceptional service.
• Benefit from industry‑leading training, mentorship, and ongoing professional development.
• Enjoy unlimited income potential through competitive commissions, bonuses, and performance incentives.
• Grow your career with clear advancement opportunities and leadership pathways.
• Be recognized and rewarded for your achievements while contributing to a team that wins together.
• If you're someone who is driven to succeed, committed to serving others, and excited to be part of a winning team where your work truly matters, we'd love to meet you.