Personal Lines Sales Broker (BC/AB) - Leads Provided

Jobgether; United States; Remote; USD 39,000 - 53,000; Full time

Benefits offered by this job

Fully remote

Provided leads

Growth opportunities

Performance-driven environment

Business development

Industry exposure

Collaborative team

Inclusive workplace

Job summary

Jobgether is hiring a remote Personal Insurance Sales Specialist in Canada. You will manage incoming leads, quote accurately, and build lasting client relationships while promoting home and auto coverage.

You’ll identify cross-sell opportunities and guide clients through the purchase process, aiming to exceed sales targets in a fast-paced, customer-focused environment. You bring 1+ year of personal lines sales experience, Alberta Level 2 license, and strong negotiation skills to close deals

Qualifications

• Valid Alberta Level 2 General Insurance License required.
• BC Level 1 or 2 license is considered an asset.
• At least 1 year of personal lines insurance sales experience.
• Solid understanding of home and auto insurance products and underwriting.
• Strong sales, negotiation and closing skills.
• Excellent interpersonal and communication skills.
• Customer-oriented mindset and ability to assess needs.
• Self-motivated, ambitious and competitive.
• Thrive in a fast-paced, performance-driven environment.
• Legal authorization to work in Canada.

Responsibilities

• Manage incoming sales leads and respond promptly with accurate, competitive quotes.
• Generate new business through company-provided leads, networks, and proactive activities.
• Build relationships by understanding clients' insurance needs and coverage requirements.
• Guide customers through the purchasing process with clear explanations.
• Recommend home and auto options based on individual circumstances.
• Identify cross-selling and upselling opportunities to grow value.
• Drive sales conversions with negotiation and closing techniques.
• Meet and exceed sales targets and performance objectives.
• Ensure recommendations and transactions comply with underwriting guidelines.
• Manage multiple inquiries and opportunities with high service standards.

Skills

Sales skills

Customer relationships

Communication

Negotiation

Self-motivated

Education

Alberta Level 2 General Insurance License

BC Level 1 or 2 General Insurance License (asset)

Job description

Accountabilities:

- Manage incoming sales leads and respond promptly to prospective customers with accurate, competitive personal insurance quotes.

- Generate new business through a combination of company-provided leads, existing professional networks, and proactive sales activities.

- Build strong relationships with prospective clients by understanding their individual insurance needs, financial priorities, and coverage requirements.

- Guide customers through the insurance purchasing process, providing clear explanations and personalized recommendations.

- Recommend appropriate home and auto insurance coverage options based on each customer's circumstances and protection needs.

- Identify cross-selling and upselling opportunities to increase customer value and expand business opportunities.

- Drive sales conversions by applying effective negotiation and closing techniques while maintaining a customer-focused approach.

- Consistently work toward and achieve individual sales targets and performance objectives.

- Ensure all insurance recommendations and transactions comply with underwriting criteria and guidelines established by brokerage partners.

- Manage multiple customer inquiries and sales opportunities simultaneously while maintaining high standards of service and efficiency.

Requirements:

- Valid Alberta Level 2 General Insurance License is required.

- British Columbia Level 1 or Level 2 General Insurance License is considered an asset.

- At least 1 year of experience in personal lines insurance sales, with a demonstrated track record of achieving strong sales results.

- Solid understanding of personal insurance products, particularly home and auto insurance policies, coverage options, and underwriting requirements.

- Strong sales, negotiation, and closing skills, with the ability to convert leads into new business.

- Excellent interpersonal and communication skills, with the ability to quickly establish trust and build lasting customer relationships.

- Customer-oriented mindset and the ability to understand individual needs and recommend suitable insurance solutions.

- Self-motivated, ambitious, and competitive, with a strong drive to achieve and exceed sales targets.

- Ability to thrive in a fast-paced, performance-driven environment and adapt to changing priorities.

- Strong organizational and time-management skills, with the ability to multitask, prioritize activities, and manage a high volume of leads.

- Positive attitude, resilience, and a proactive approach to problem-solving and business development.

- Interest in professional growth and contributing to the continued expansion of a successful insurance brokerage.

- Legal authorization to work in Canada.

Benefits:

- Fully remote work: Enjoy the flexibility of working remotely from anywhere in Canada.

- Provided sales leads: Access company-generated leads to help build your pipeline and focus on converting prospective customers.

- Growth opportunities: Join a rapidly expanding insurance brokerage with opportunities for professional development and career progression.

- Performance-driven environment: Benefit from a sales-focused culture where individual achievements and results are valued.

- Business development: Grow your client portfolio through a combination of provided leads and your existing professional network.

- Industry exposure: Develop your expertise in personal lines insurance while working with a broad range of customer needs.

- Collaborative team: Work alongside professionals in a dynamic environment that encourages ambition, initiative, and continuous improvement.

- Inclusive workplace: Benefit from an accessible recruitment process, with accommodations available for candidates with disabilities upon request.