Licensed Insurance Advisor

Foresters Financial Limited; United States; Remote; USD 36,000 - 44,000; Full time

Job summary

Foresters Financial is seeking a Licensed Insurance Advisor in the United States to sell life and critical illness insurance, perform needs analysis, and handle applications while ensuring compliance. The role involves regular client communication, meeting targets, and maintaining licensing, with potential remote work.

The starting salary is $40,000, with eligibility for a discretionary incentive plan based on performance.

Qualifications

• Minimum licensing: Provincial Life and Accident & Sickness licenses; Quebec license mandatory.
• Bilingual in English and French required, strong communication skills.

Responsibilities

• Provide advice and needs analysis, and complete sales applications
• Record prospect feedback in an online system
• Meet sales targets and quality measures
• Communicate with prospects and clients verbally and in writing
• Support marketing and sponsor campaigns
• Sell and service life insurance products
• Maintain life insurance licensing in good standing
• Other duties as required

Skills

Sales experience

Bilingual (English & French)

Call center experience

Teamwork

Education

Post-secondary education

Job description

Career Opportunity

Role Title

Licensed Insurance Advisor

Purpose of role

The 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 Description

Key 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
• Continue to keep life insurance licensing in good standing
• Other duties as required

Key Qualifications

• Provincial Life and Accident & Sickness licenses; licensed in Quebec is mandatory
• Prior experience working in a call center is preferred
• Proven sales background
• Able and willing to follow scripts and regulations
• Fully bilingual in English and French in both verbal and written communication
• Ability to work independently and within a team
• Post-secondary school graduate or equivalent

#LI-Remote

Starting Salary:

$40,000.00

The 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.