Licensed Personal Insurance Advisor – Sales & Service

Royal City Recruitment; Ottawa; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial services cooperative is seeking an Associate Insurance Advisor in Ottawa. This role focuses on sales and service of personal lines insurance products, offering excellent opportunities for professional development and team collaboration. Candidates must acquire a General Insurance License within two months and have experience in sales and customer service. The ideal candidate exhibits strong communication skills, dedication to client satisfaction, and team support.

Qualifications

• Must obtain a General Insurance License within two months.
• One year of sales and service experience preferred.
• Knowledge of auto and property insurance products is an asset.

Responsibilities

• Sales and service of personal lines insurance products.
• Advise clients on coverages and policies.
• Prospecting and cross-selling additional products.
• Complete risk assessments following underwriting guidelines.
• Manage client inquiries and complaints effectively.

Skills

Sales skills

Customer service

Communication skills

Time management

Teamwork

Education

General Insurance License (OTL)

Sales and service experience

Job description

A leading financial services cooperative is seeking an Associate Insurance Advisor in Ottawa. This role focuses on sales and service of personal lines insurance products, offering excellent opportunities for professional development and team collaboration. Candidates must acquire a General Insurance License within two months and have experience in sales and customer service. The ideal candidate exhibits strong communication skills, dedication to client satisfaction, and team support.