Insurance Sales Advisor

Co-operators; Chelmsford; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive compensation

Bonus program

Training and development

Community involvement

Job summary

Co-operators is seeking an Insurance Sales Advisor to support and develop the agency operation through proactive sales and service of our insurance and financial products. You will build a strong client base by prospecting and advising on auto, home, farm, commercial, and life coverages, while aiming to meet personal and team sales goals.

You’ll join a small office with real opportunities for advancement and an emphasis on customer relationships, risk assessment, and ongoing product knowledge

Qualifications

• General Insurance License required or obtained within 2 months.
• Meet provincial licensing requirements for licenses.
• Post secondary education in Business Administration or related discipline.
• Minimum 2 years sales experience or related business experience.
• Minimum 2 years insurance industry experience preferred.
• Bilingual English and French is an asset.
• Own your own vehicle and willingness to travel to Chelmsford and Val Caron offices.

Responsibilities

• Conduct inbound and outbound calls to prospect and build a sales pipeline.
• Achieve individual goals for client service, sales, quality and productivity.
• Identify and recommend additional products/services for client needs.
• Complete frontline risk assessment following underwriting guidelines.
• Proactively complete client reviews on auto, home, farm and/or commercial portfolios.
• Review client goals, provide risk management advice and document changes.
• Support programs to build multi-client relationships.
• Respond to client questions, resolve complaints, and escalate as needed.

Skills

Sales

Prospecting

Team player

Relationship building

Education

Post secondary education in Business Admin

General Insurance License

Job description

Our knowledgeable and trusted team is committed to delivering insurance/financial solutions to meet our clients’ unique needs.Insurance Sales Advisor is a key player in the support and development of the agency operation primarily through the sales and service of Co-operators products (auto, home, business, life, disability, financial services, etc.) and the ability to identify and pursue opportunities for growth. Sales and striving to reach personal and team goals is an important aspect of this role. Although we are a small office, there is lots of opportunity for advancement.

What you’re responsible for:

• Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings and contributing to the achievement of sales, profitability, and growth goals.
• Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
• Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that best meet the client’s needs.
• Complete front-line risk assessment and selection following underwriting guidelines.
• Proactively complete client reviews on the auto, home, farm and/or commercial portfolio.
• Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.
• Support programs to build multi-client relationships.
• Respond to client questions and concerns, resolve customer complaints, and escalat...

To be successful:

• Must be comfortable with sales and prospecting.
• You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
• You’re an effective team player and provide guidance to support the development of your peers.

To join our team:

• General Insurance License is required or must be obtained within two (2) months.
• Meet all provincial-licensing requirements to obtain and maintain all licenses.
• Post Secondary education in Business Administration or related discipline.
• A minimum of two (2) year sales experience or related business experience.
• A minimum of 2 years insurance industry experience is preferred.
• Bilingualism in English and French is an asset.
• Own your own vehicle and be willing to travel to both the Chelmsford and Val Caron offices.
• You will be subject to a Criminal Record and Consumer / Credit History background check as a condition of employment, in the event you are the successful candidate.

What we offer:

• A competitive compensation package and benefits program.
• Bonus and incentive program.
• Training and development opportunities to grow your career with one of Canada’s Best Employers.
• Opportunities to give back to your community.