Sales Specialist

Desjardins Insurance; Innisfil; On-site; CAD 55,000 - 75,000; Full time

Job summary

Desjardins Insurance is seeking a Sales Specialist in Innisfil, ON. This full-time, on-site role focuses on delivering auto, home, life, health, and business insurance solutions to new and existing clients. You will identify needs, present suitable products, and manage the onboarding process while meeting sales targets.

You will follow up on leads, conduct calls and client meetings, and maintain records in the agency systems, contributing to service standards and market initiatives.

Qualifications

• Clear verbal and written communication; active listening.
• Empathy-focused customer service with relationship-building.
• Prospecting, needs-based selling, negotiation, and closing skills.
• Mentoring team members and contributing to sales processes and practices.
• Prior experience in insurance/financial services or retail sales; provincial licensing for insurance or eligibility.
• Comfort with CRM and standard office software tools.

Responsibilities

• Identify customer needs and present auto, home, life, health, and business insurance products.
• Follow up on leads; conduct outbound/inbound calls; schedule client meetings.
• Maintain accurate records in the agency systems; process policy changes and renewals.
• Provide ongoing customer service and assist with local marketing initiatives.

Skills

Communication skills

Customer service

Sales skills

Training & sales management

Education

Insurance licensing

Tools

CRM

Office software

Job description

Company Description

Desjardins Insurance Agents is part of Desjardins Group, the largest cooperative financial group in Canada, offering a wide range of insurance and savings solutions. Through Certas Home and Auto Insurance Company and Desjardins Financial Security Life Assurance Company, the organization provides auto, home, life, health, and business insurance for individuals and businesses. Agents operate in Ontario, Alberta, and New Brunswick, helping clients choose coverage that fits their unique needs and protects their families, property, and enterprises. The company is known for caring support and strong expertise when unexpected events occur, helping clients recover and move forward. Desjardins Insurance Agents were formerly known as State Farm Canada, reflecting a long-standing presence in the Canadian market.

Role Description

The Sales Specialist is a full-time, on-site role based in Innisfil, ON, focused on delivering insurance and financial solutions to new and existing clients. Day-to-day responsibilities include identifying customer needs, presenting appropriate auto, home, life, health, and business insurance products, and supporting clients through the application and onboarding process. The Sales Specialist will follow up on leads, conduct outbound and inbound calls, schedule and hold client meetings, and maintain accurate records in the agency’s systems. The role also involves providing ongoing customer service, handling policy changes and renewals, and collaborating with the team to meet sales targets and service standards. The Sales Specialist may assist in local marketing initiatives and participate in training and development activities to stay current on products, regulations, and best practices.

Qualifications

• Candidates should possess strong Communication skills, including clear verbal and written communication and active listening.
• Candidates should possess excellent Customer Service skills, with a focus on empathy, responsiveness, and relationship building.
• Candidates should possess solid Sales skills, including prospecting, needs-based selling, negotiation, and closing.
• Candidates should possess abilities related to Training and Sales Management, such as mentoring team members and contributing to sales processes and practices.
• Relevant qualifications include prior experience in insurance, financial services, or retail sales; completion of required provincial licensing for insurance (or eligibility to obtain); and comfort working with CRM and office software tools.
• Additional beneficial qualifications include strong organizational skills, attention to detail, goal orientation, and the ability to work effectively in an on-site, team-focused environment.