Licensed Client Service Representative
Longevity Achieved
Vaughan, Ontario, Canada
1d ago

If you’re looking for a hybrid / remote work arrangement that offers a strong base pay with a lucrative bonus structure, look no further.

Welcome to Longevity Achieved,

We are a financial services firm focused on ensuring our clients and advisors achieve the life they want. Our expertise is in the areas of financial management, protection and investment.

We’re a fast-growing team with depth and a proven process to generate motivated clients and we’re growing to meet ever-expanding demands.

What do I need to know?

We are searching for committed, results-oriented Harmonized Life Licensed Qualified Program Advisors HLLQP , ready to help consumer assess their insurance need, provide a solution and field client inquires.

Being regarded as an industry expert, professional and sharp as a tack is key.

Individuals will be directly accountable and responsible for telephone performance and client satisfaction. You must have the ability to embrace a system that evolves rapidly.

Adaptable, work with a sense of urgency, and the capability to build positive and lasting relationships with clients are key skills.

What will I do?

  • Manage incoming sales opportunities
  • Manage outbound sales opportunities from qualified prospects who’ve initiated contact
  • Account for and track activities and results in an organized manner
  • Reconnect with current clients to ensure satisfaction and build on your relationships
  • Resolve any client inquiries by partnering with the appropriate community member
  • What qualifications do I need?

  • History in direct sales, financial or retail, or customer service environment
  • Ability to generate new clients or create opportunities with centers of influence
  • Life and Accident and Sickness License or willingness to complete the Harmonized Life License Qualification Program HLLQP
  • Drive for meeting or exceeding performance targets
  • Profound ability to listen and build trust with people
  • Knack for networking and building relationships
  • A strong work ethic, self-starter and willing to be uncomfortable and act anyway
  • Act as a brand ambassador representing Longevity Achieved and what we stand for
  • Ability to self-manage in a fast-paced and performance-driven environment
  • What we offer :

  • $35,000 - $50,000 base pay with additional bonus opportunities (expected total compensation of $50,000 - $65,000)
  • Paid vacation and personal time
  • Training programs where you will learn :
  • What it is like to be a Licensed Client Service Representative
  • The core principles of insurance and how they work
  • How to be highly effective with clients in a non-face-to-face environment
  • Career development resources and support :
  • coaching and mentoring, one-on-one training with a designated field trainer
  • Pathways to professional designations
  • Lucrative rewards & recognition for outstanding performance
  • A luxurious community office space with administrative support
  • What should I expect to make?

  • $50,000 to $65,000 with unlimited bonus potential ($35,000 to $50,000 base pay, plus vacation & personal time)
  • To learn more about working with a firm that is focused on your success and how that positively impacts client success, we encourage you to apply.

    Visit us at :

    We thank all the applicants however, only those under consideration will be contacted.

    Longevity Achieved is an Equal Opportunity Employer .

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