Life Insurance Advisor

Cheryl Moulton Insurance Agency

$70K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong communication and interpersonal skills
  • Successful track record in meeting goals and quotas
  • Sales experience in Life Insurance preferred
  • Familiarity with various insurance plans required
  • Experience in client-focused solutions and relationship building
  • Ability to deliver presentations effectively
  • Basic math skills needed
  • LLQP license required, OTL or RIBO license an asset

Responsibilities

  • Establish personalized contact with clients to foster trust for selling life insurance policies
  • educate clients on products while adhering to underwriting policies
  • Collaborate with agents to set and achieve marketing goals
  • Implement a customer-focused, needs-based review process to inform customers about insurance options

Benefits

  • Competitive salary
  • Bonus based on performance
  • Opportunity for advancement
Full Job Description
Benefits:
  • Competitive salary
  • Bonus based on performance
  • Opportunity for advancement


Responsibilities
  • Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a life insurance policy. Educates and advises our clients on our products, while adhering to the company's underwriting policies.
  • Work with the agent to establish and meet marketing goals.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.

Job Requirements:
  • Strong communication and interpersonal skills.
  • Successful record of meeting goals/quotas.
  • Sales experience in Life Insurance (asset)
  • Familiarity with all types of insurance plans.
  • Experience in delivering client-focused solutions and building relationships.
  • Interest in marketing products and services based on customer needs.
  • Ability to give presentations.
  • Ability to attract new clients and retain current ones.
  • Basic math skills.
  • LLQP license required/OTL or RIBO license an asset

Qualifications:
  • College diploma in a related field an asset.
  • Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset.
  • OTL/RIBO Property and Casualty license (preferred/ must be able to obtain).
  • LLQP License (Required)
  • Prior sales experience an must.
  • Valid Ontario drivers license.
  • Positive attitude.


Compensation: $70,000.00 - $150,000.00 per year

We're Hiring!

If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity.

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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