Personal Insurance Advisor (Sales)

BrokerLink; Halifax; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading insurance provider in Halifax is hiring a Personal Insurance Advisor (Sales) to provide frontline sales and service for personal insurance products. The role involves analyzing client needs, recommending appropriate coverage, and achieving sales targets while fostering client relationships. The ideal candidate is customer-focused and possesses strong communication skills. This full-time role offers competitive compensation and extensive benefits.

Benefits

Flexible health and dental benefits

Personal Spending allowance

RRSP with company matching

Employee Share Purchase Plan

Dress for your day policy

Competitive compensation with bonuses

Employee discounts

Paid time off including personal, volunteer, and vacation

Qualifications

• Valid insurance license for Nova Scotia or willingness to obtain one.
• Industry certifications (CAIB, CIP) are assets.

Responsibilities

• Selling new business, up-selling, and cross-selling insurance products and services.
• Building networks through community marketing initiatives.
• Completing applications supporting BrokerLink workflows.
• Qualifying clients, assessing risk, and placing coverage with appropriate insurers.
• Following up on quotes, prospective clients, and unbound policies.
• Testing new sales strategies and providing feedback.
• Highlighting key features in quotes and recommending relevant products.
• Staying current on underwriting rules and processes.
• Participating in training and professional development.

Skills

Strong analytical skills

Organizational skills

Verbal communication

Written communication

Customer-focused mindset

Ability to manage multiple priorities

Education

High school diploma or post-secondary education

Job description

Join us to apply for the Personal Insurance Advisor (Sales) role at BrokerLink.

Being part of BrokerLink means living our values: acting with integrity, respecting others, maintaining a customer-driven mindset, striving for excellence, and treating others generously. These values underpin our diversity and inclusion efforts, ensuring a respectful and inclusive work environment.

We seek like-minded individuals committed to providing top-tier customer service and demonstrating professionalism.

We invest in your success! Our purpose — "we’re here to help people" — motivates us to retain talented team members. We offer numerous growth opportunities in a supportive environment that values our most important asset: you. With over 200 offices across Canada, ask us about our flexible work arrangements!

We are hiring a Personal Insurance Advisor (Sales) to join BrokerLink at one of our Nova Scotia offices on a permanent full-time basis.

Your role involves providing frontline sales and service by analyzing, counseling, recommending coverage, quoting, placing, and servicing new business. You will sell personal insurance products, meet sales targets, generate leads, and develop business relationships with individual and group clients.

As part of our employee promise, here are some benefits of working with us:

• Flexible health and dental benefits
• Personal Spending allowance for healthy lifestyle investments
• RRSP with company matching
• Employee Share Purchase Plan (TSX: IFC) with matching
• Dress for your day policy
• Competitive compensation with bonuses
• Employee discounts (Apple, Bell, Rogers, and more)
• Paid time off including personal, volunteer, exam/study, jury duty, and starting at 3 weeks of vacation annually
• Recognition as one of Canada's best employers (Kincentric 2023)

Role Responsibilities:

1. Selling new business, up-selling, and cross-selling insurance products and services
2. Building networks through community marketing initiatives
3. Completing applications supporting BrokerLink workflows
4. Qualifying clients, assessing risk, and placing coverage with appropriate insurers
5. Following up on quotes, prospective clients, and unbound policies
6. Testing new sales strategies and providing feedback
7. Highlighting key features in quotes and recommending relevant products
8. Staying current on underwriting rules and processes
9. Participating in training and professional development

Candidate Requirements:

• High school diploma or post-secondary education
• Valid insurance license for Nova Scotia or willingness to obtain one
• Industry certifications (CAIB, CIP) are assets
• Customer-focused mindset
• Ability to manage multiple priorities effectively
• Strong analytical, organizational, verbal, and written communication skills

We appreciate all applicants, but only those selected for an interview will be contacted. BrokerLink is committed to accessibility and accommodations are available upon request. We promote diversity and inclusion, fostering a welcoming environment for all.

Discover more about us at: https://www.brokerlink.ca/campaign/discover-brokerlink

Join our team and make a difference!