Financial Services Sales Representative
Pat Gaetano - Desjardins Insurance Agent
Hamilton, Ontario, Canada
5d ago

Life Insurance Representative-Desjardins Agent Team Member

Position Overview :

Successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Financial Services Sales Representative - Desjardins Agent Team Member.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.

If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities :

  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Work with the agent to establish and meet marketing goals.
  • Requirements :

  • Sales experience (outside sales or inside sales representative) preferred
  • Successful track record of meeting sales goals / quotas preferred
  • Excellent interpersonal skills
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • LLQP license required
  • Property & Casualty license (preferred / must be able to obtain)
  • Ability to source and generate new client leads and acquire clients
  • Meet and exceed both individual and team sales targets
  • Aptitude to establish, develop and build long-lasting client relationships
  • Dedicated to serving your clients in their best interest
  • Disposed to work with your clients to understand their objectives and recommend the most suitable solution products to match their needs
  • Willing to obtain licence(s) and pursue ongoing training, professional development as required
  • Great communication skills, professional appearance and demeanor
  • We provide a competitive compensation structure, with benefits, paid time off, and a flexible work schedule .

  • We also offer training programs and full support where you will have access to;
  • Extensive product knowledge, the fundamentals of insurance and investments
  • How to become self-sucifient in marketing concepts and prospecting
  • Sales approaches and how to present solutions
  • Career development resources and support :
  • coaching and mentoring, one-on-one training with full support.
  • market evaluation / development project, prospecting concepts and tools
  • access to a team of specialists, advanced technology and tools, technical assistance seven days a week
  • Ongoing professional development and continuing education credits
  • Initiatives and resources leading to professional designations
  • Recognition and rewards program for outstanding performance
  • All necessary tools such as laptop, cell phone, marketing materials and more.
  • These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries.

    This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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