Job Overview
We are seeking a dynamic and motivated Insurance Sales Representative to join our team. In this role, you will be responsible for engaging with potential clients, promoting insurance products, and providing exceptional customer service. The ideal candidate will possess strong communication skills, sales expertise, and a passion for helping clients find the best insurance solutions to meet their needs. This position offers opportunities for professional growth within a supportive environment dedicated to client satisfaction and team success.
Responsibilities
- Develop new business through outside sales efforts, including cold calling and networking within the community
- Conduct thorough needs analysis to recommend appropriate insurance products
- Negotiate policy terms and pricing with clients to secure sales agreements
- Manage sales administration tasks such as documentation, policy updates, and follow-up communications
- Maintain detailed records of client interactions and sales activities using CRM systems
- Collaborate with marketing teams to implement promotional strategies and outreach campaigns
- Provide excellent customer service by addressing client inquiries promptly and professionally
- Ensure compliance with industry regulations and privacy standards such as HIPAA when handling sensitive information
- Participate in telemarketing efforts to expand client base and generate leads
Skills
- Proven experience in outside sales, retail sales, or insurance sales with a track record of meeting or exceeding targets
- Strong negotiation skills to close deals effectively while maintaining customer satisfaction
- Excellent communication skills, both verbal and written, with the ability to explain complex insurance concepts clearly
- Multilingual or bilingual abilities are highly desirable to serve diverse client populations
- Proficiency in sales administration tools, CRM software, and marketing platforms
- Analytical skills to assess client needs and recommend suitable insurance solutions
- Customer service orientation with a focus on building long-term relationships
- Currently has an OTL/RIBO and LLQP licenses in good standing.
- Ability to work independently in a fast-paced environment while managing multiple priorities effectively
This role is ideal for individuals passionate about sales, customer service, and helping clients secure their financial future through comprehensive insurance solutions.
Job Type: Full-time
Pay: $40,000.00-$150,000.00 per year
Benefits:
- Casual dress
- Company events
- Dental care
- Disability insurance
- Discounted or free food
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- RRSP match
- Tuition reimbursement
- Vision care
Experience:
Licence/Certification:
- OTL, RIBO and LLQP License (required)
Work Location: In person
