Life Insurance Representative

Lisa Pearson - Desjardins Insurance Agent; Oshawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A local insurance firm in Oshawa is seeking a motivated Life Insurance Representative to join their Desjardins Agent Team. The ideal candidate will excel in customer service, lead development, and possess strong sales skills. This role offers a dynamic environment with opportunities for income growth and career advancement, requiring a Life License and sales experience. Join a supportive team and make a real impact in clients' lives.

Qualifications

• Proven track record of meeting sales goals.
• Ability to make presentations to potential customers.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market products.
• Provide prompt, accurate, and friendly customer service.
• Work with the agent to establish and meet marketing goals.

Skills

Sales experience

Excellent interpersonal skills

Excellent communication skills

Problem-solving ability

Customer service dedication

Multi-tasking ability

Education

Life License (required)

OTL Property & Casualty license (preferred)

Job description

Job Description

Life Insurance Representative - Desjardins Agent Team Member

Location: Oshawa, ON

Type: Full Time

Position Overview

Successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. 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.

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals.

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
• OTL Property & Casualty license (preferred / must be able to obtain)
• Life License (required / must be able to obtain)

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.