Insurance Sales Representative

McFarlane Insurance Agency; Whitby; On-site; CAD 45,000 - 55,000; Full time

Job summary

McFarlane Insurance Agency in Whitby, Ontario is seeking a motivated Insurance Sales Representative to join our team. This full-time, on-site role focuses on building relationships with existing clients and new prospects to identifying insurance needs and offering solutions across auto, home, life and other products.

You'll proactively contact clients by phone, email and in person, pursue new business through referrals and leads, and work toward meeting sales targets.

Qualifications

• Sales experience or strong aptitude for selling.
• Willingness to obtain required Ontario licences.
• Ability to manage multiple opportunities and targets.

Responsibilities

• Proactively connect with existing clients and prospects by phone, email and in person.
• Generate new business through outbound calling, referrals, networking and lead follow-up.
• Conduct insurance needs conversations and identify opportunities across multiple product lines.
• Quote and sell auto, home and other insurance products.
• Identify, discuss and sell life insurance solutions where licensed.
• Create life insurance opportunities within existing client base.
• Follow up on quotes and sales opportunities and build long-term client relationships.
• Maintain accurate documentation and client records.
• Meet individual sales, activity and production goals.
• Participate in coaching, training and team meetings.

Skills

Sales

Outbound calls

Client relationships

Communication

Goal orientation

Job description

McFarlane Insurance Agency | Whitby, Ontario | Full-time | On-site

We’re growing and looking for a motivated, competitive and relationship-driven Insurance Sales Representative to join the McFarlane Insurance Agency team in Whitby.

This is a sales-focused role for someone who enjoys talking to people, building relationships, following up, creating opportunities and asking for the business.

You’ll work with both existing clients and new prospects to identify insurance needs and provide solutions across auto, home, life and other insurance products.

If you’re ambitious, coachable and want an opportunity where your effort can directly impact your income and career growth, we want to hear from you.

What you’ll do:

• Proactively connect with existing clients and prospective customers by phone, email and in person
• Generate new business through outbound calling, referrals, networking and lead follow-up
• Conduct insurance needs conversations and identify opportunities across multiple product lines
• Quote and sell auto, home and other insurance products
• Identify, discuss and sell life insurance solutions where appropriately licensed
• Create life insurance opportunities across the existing client base
• Follow up consistently on quotes and sales opportunitiesBuild strong, long-term client relationships
• Maintain accurate documentation and client records
• Meet individual sales, activity and production goals
• Participate in regular coaching, training and team accountability meetings
• Deliver an exceptional client experience from first conversation through policy issuance

Who we’re looking for:

You may already have insurance experience, or you may be a strong salesperson ready to build a career in insurance.

Insurance experience is an asset, but sales ability, drive, accountability and willingness to become fully licensed matter more.

You are someone who:

• Is comfortable making outbound calls and initiating conversations
• Is motivated by goals, targets and results
• Follows through without needing constant reminders
• Is confident asking questions and recommending solutions
• Can handle rejection and keep going
• Is organized and able to manage multiple opportunities at once
• Takes accountability for results
• Is coachable and wants to improve
• Values professionalism, integrity and a great client experience

Licensing

We are looking for candidates who are either currently licensed in Ontario insurance or willing to obtain the required licences.

Existing OTL, RIBO and/or LLQP licensing is an asset, but not mandatory for the right candidate.

Candidates who are not currently licensed must be willing and able to complete the required licensing as a condition of employment and continued employment in the role.

Final employment is subject to applicable licensing requirements, background screening and Desjardins approval.

Compensation & opportunity

• Base salary starting at $50,000
• Higher starting compensation may be considered based on relevant licensing, insurance experience and demonstrated sales performance
• Commission and performance incentives
• Strong earning potential for successful producers
• Hands-on coaching and development
• Opportunity to gain experience across multiple insurance product lines
• Direct mentorship from the Agency Owner
• Opportunity to take on increasing responsibility as the agency grows
• Collaborative, energetic office environment

Location: Whitby, Ontario

Position: Full-time, on-site

We may be a great fit if…

You’re the person who looks at a sales target and immediately starts figuring out how to beat it.

You don’t wait for the phone to ring.

You follow up.

You ask for the appointment.

You ask for the business.

And you understand that great insurance sales is ultimately about helping people protect what matters to them.