Wealth Estate Advisor

0000050339 royal trust canada; Mississauga; On-site; CAD 60,000 - 80,000; Full time

Job summary

Desjardins Agent Team Member in Oakville, ON, is seeking an Insurance Account Representative to drive growth through value-based conversations and outstanding service. The role involves lead development, client meetings, and promoting suitable insurance products.

The ideal candidate has sales experience, strong communication skills, and licenses in Property & Casualty and life within 90 days, with fluency in Mandarin and English.

Qualifications

• Sales experience preferred and track record of meeting quotas.
• Excellent interpersonal and communication skills.
• Must obtain Property & Casualty license and life license within 90 days.
• Fluent in Mandarin and English (reading, writing, speaking).

Responsibilities

• Develop leads, schedule appointments, identify customer needs and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service; respond to inquiries on insurance availability, coverages, policy changes, transfers, and billing.
• Work with the agent to establish and meet marketing goals.

Skills

Sales experience

Quota achievement

Interpersonal skills

Communication skills

Problem solving

Customer service

Multitasking

Presentation skills

P&C license

Life license within 90 days

Mandarin fluency

English fluency

Job description

Insurance Advisor - Desjardins Agent Team Member

CA$60,000.00–CA$80,000.00 yearly

Full-time

Location: Oakville, ON
Type: Full Time, Permanent

Position Overview:

A 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
• Property & Casualty license (preferred/must be able to obtain)
• Must be life licensed within 90days
• Speak, Write, Understand Mandarin fluently.
• Speak, Write, and understand English fluently.

Cover letter required with application.

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.