Bilingual Licensed Insurance Advisor selling Health & Dental, Travel, and Life Insurance. Handling inbound and outbound sales calls while assisting clients through online channels.
Responsibilities
Handling inbound calls from new clients interested in Health & Dental, Travel, and Life Insurance
Making outbound calls to clients who have shown interest in discussing options
Assisting clients through online chats and other digital channels
Providing advice, discovering client needs, and offering solutions
Accurately recording needs analysis and other client information
Meeting sales, quality, and compliance measures
Building rapport with clients through personalized service
Supporting various marketing/sponsor campaigns
Being the voice of the customer and sharing feedback
Requirements
Fully bilingual (French/English)
High-energy individuals with excellent communication skills
Active listening skills
Motivation by sales targets
Persuasion and negotiation skills using a consultative sales approach
Strong attention to detail
Proven problem-solving skills
Ability to navigate multiple programs/screens
Insurance experience dealing with Accident & Sickness and Life Insurance preferred
Telephone sales or call centre experience preferred
Post-secondary degree or equivalent business experience considered
Familiarity with Salesforce or other CRM tool preferred
Benefits
Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans (including pension and share ownership plan with matching contributions)
Financial education and counseling resources
Generous paid time off program including holidays, vacation, personal, and sick days
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