Personal Lines Sales Broker - Leads Provided

Ratehub; Calgary; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the financial sector is seeking an Experienced Personal Lines Sales Broker to join their fully remote Insurance team. The ideal candidate will thrive in a fast-paced environment and be motivated by sales targets. This role offers the opportunity to grow with a rapidly expanding company while helping Canadians make better financial choices.

Qualifications

• Minimum 1 year of personal lines insurance sales experience.
• Proven track record of achieving high sales numbers.

Responsibilities

• Manage leads and provide quotes to prospective clients.
• Generate new business through existing networks.
• Identify opportunities for cross-selling and up-selling.

Skills

Sales

Interpersonal Skills

Customer Understanding

Education

Alberta Level 1 General License

B.C. Level 2 General License

Job description

Every single team member, from product & engineering, to sales & marketing, finance, operations and everything in between is obsessed with one thing; helping Canadian’s make better financial choices.

And we’re pretty great at it, too.

Via our digital application technology and our award-winning in-house brokerages, we help over 1 million Canadians per month make a positive impact on their finances.

365 days a year, we deliver our users the best online mortgage experience, personalized credit card options, and cheaper auto & home insurance policies than they typically get from their existing provider.

Changing how people make financial choices isn’t easy, though.

We know that achieving our mission is full of challenges; challenges that can be complex and often unexpected, but that are always interesting, rewarding and fun to solve as a team.

This is where you come in.

We are on the hunt for the right kind of people to join us and help lead us forward to continued growth.

We’re looking for an Experienced Personal Lines Sales Broker to join our fully remote Insurance team.

Reporting to the Personal Line Sales Broker, Team Lead, the Successful candidate will have an exciting opportunity to join the fast-growing Insurance brokerage for Ratehub - RH Insurance!

The ideal candidate will be motivated by sales targets, thrive in a fast-paced environment, and be eager to grow with a rapidly expanding company.

Key Responsibilities

1. Manage leads and provide quotes to prospective clients in a timely manner.
2. Generate new business through existing networks and given leads.
3. Excellent interpersonal skills, with the ability to quickly build trust and effectively understand customers’ needs and requirements; must be strong in closing and meeting sales targets.
4. Identify opportunities to drive customer value with cross-selling / up-selling.
5. Recommend and explain coverages based on individual customer needs.
6. Adhere to underwriting criteria set out by broker partners.

Qualifications

• Alberta Level 1 General License required; B.C. Level 2 General License an asset.
• Minimum 1 year of personal lines insurance sales experience with a proven track record of achieving high sales numbers.
• Independent, ambitious, and competitive.
• Thrives in a fast-paced environment.
• Positive attitude and a desire to grow with a rapidly expanding company.
• Strong ability to multitask, prioritize, and manage time effectively.

Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.