Bilingual Licensed Insurance Advisor

Foresters Financial Services, Inc.; California (MO); Hybrid; USD 43,000 - 64,000; Full time

Benefits offered by this job

Remote work

Job summary

Foresters Financial Services, Inc. is seeking a Licensed Insurance Advisor to sell life and critical illness insurance, identify client needs, provide information, and submit applications while maintaining high compliance. The role requires bilingual English and French communication, prior call center experience, and independence with teamwork. Quebec licensing is mandatory, with other licenses required within six months. Remote work option included, with incentive plans.

Qualifications

• Licenses for Life and Accident & Sickness; Quebec licensing mandatory, licensing outside of Quebec within 6 months.
• Prior call center experience preferred.
• Proven sales background with target attainment.

Responsibilities

• Provide advice and needs analysis, and complete sales applications.
• Accurately record prospect feedback in an online system.
• Meet sales targets and quality measures on a monthly, quarterly and annual basis.
• Regularly communicate with prospects and clients through both verbal and written modes of communication.
• Support various marketing and/or sponsor campaigns.
• Sell and service life insurance products sold by Canada Protection Plan.

Skills

Bilingual English/French

Sales experience

Ability to follow scripts

Independent and team player

Education

Post-secondary education

Tools

CRM software

Online system

Job description

Career OpportunityRole TitleBilingual Licensed Insurance AdvisorPurpose of roleThe Licensed Insurance Advisor is responsible for selling life and critical illness insurance to consumers. Identifying client needs, providing information, answering inquiries, submitting applications, while maintaining a high level of compliance.Job DescriptionKey ResponsibilitiesProvide advice and needs analysis, and complete sales applicationsAccurately record prospect feedback in an online systemMeet sales targets and quality measures on a monthly, quarterly and annual basisRegularly communicate with prospects and clients through both verbal and written modes of communicationSupport various marketing and/or sponsor campaignsSell and service life insurance products sold by Canada Protection PlanContinue to keep life insurance licensing in good standingOther duties as requiredKey QualificationsProvincial Life and Accident & Sickness licenses; Quebec licensing mandatory, licensing outside of Quebec must be obtained within 6 months of hirePrior experience working in a call center is preferredProven sales backgroundAble and willing to follow scripts and regulationsFully bilingual in English and French in both verbal and written communicationAbility to work independently and within a teamPost-secondary school graduate or equivalent#LI-RemoteThe actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [e-mail] in advance of your appointment.Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.