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Client advisor Jobs in Ajax, ON

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Client advisor • ajax on

Last updated: 2 days ago

Licensed Insurance Advisor

Dan Piedimonte - Desjardins Insurance AgentAjax, Ontario, Canada
Full-timeFull-time

Full Time - Licensed Insurance Advisor.As a Property & Casualty Insurance Advisor, you will provide our clients with Home, Auto & Auto financing products and advice to the personal and commercial m... Show more

Advisor, Talent and Culture

Durham Community Health CentrePickering, ON, CA
CA$69,000.00–CA$75,000.00 yearlyCA$69,000.00–CA$75,000.00 yearly
Full-time +1Full-time +1
Quick Apply

Job Posting Deadline for Internal Candidates:.This is a Non-Bargaining Unit position.This posting is for a new vacancy.Hours of Work:  35 hours per week,.Monday to Friday, occasional evening a... Show more

Strategic Planning & Financial Assessment Advisor - Spanish Required

Cuso InternationalWhitby, Ontario
PermanentPermanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is supporting.AN... Show more

Parts Advisor

Ajax Nissan-InfinitiAjax, ON
CA$45,000.00–CA$60,000.00 yearlyCA$45,000.00–CA$60,000.00 yearly
Full-timeFull-time

LOCATION) is a proud member of Drive Auto Group and is currently seeking a Parts Advisor to join our growing team.The Parts Advisor will be customer facing and need to have a welcoming smile and pr... Show more

Financial Represetnative

Serenia Life FinancialOshawa, Ontario, Canada
Full-timeFull-time

We have a lot to be proud of at.For more than a century, we have helped Canadians protect the people and things that matter most while making a meaningful difference in the communities we serve.Wha... Show more

Remote Client Benefits Advisor

Global Elite TexasOshawa, , United States, 10455
RemoteRemote
Full-timeFull-time

Remote Client Benefits Advisor.Build a Rewarding Career from Home.Are you looking for a career that offers flexibility, professional growth, and the opportunity to make a meaningful impact? If you'... Show more

H&M Sales Advisor

H&MOshawa, Ontario, Canada
Part-timePart-time

As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with s... Show more

Environmental Health and Safety Advisor

AIM Kenny U-PullAjax, Ontario, Canada
CA$75,000.00 yearlyCA$75,000.00 yearly
Full-timeFull-time

Reporting to the AIM Recycling Ontario Environmental Regional Manager, the.Regional Managers, Branch Managers, and AIM Recycling EHS teams to plan, organize, coordinate, and oversee envir... Show more

Teacher Training and Pedagogical Support Advisor - Spanish Required

Cuso InternationalPickering, Ontario
PermanentPermanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Are you passionate about teacher de... Show more

Inbound Sales Executive

VentureTech SolutionsPickering, ON, CA
Full-timeFull-time
Quick Apply

INBOUND SALES EXECUTIVE WANTED QUALIFIED AND PROVEN INBOUND CALLS PROVIDED COLLECTIONS/CONSOLIDATION AND CREDIT CARD DEBT EXPERIENCE PREFERRED, NOT REQUIRED Lead Type:     ... Show more

Client Advisor

Royal Bank of CanadaAJAX, Ontario, Canada
Full-timeFull-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more

Remote Client Account Representative

AO Garcia AgencyOshawa, Ontario, Canada, L1G 0A1
RemoteRemote
Full-timeFull-time

Start talking to people who already raised a hand.Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.The work has a point — families protecting income... Show more

Insurance Advisor Life, Health & Wealth

0000050824 RBC Life Insurance CompanyOSHAWA, Ontario, Canada
Full-timeFull-time

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provid... Show more

Benefits Advisor - Work From Home

HMG CareersAjax, Ontario
CA$69,000.00 yearlyCA$69,000.00 yearly
RemoteRemote
Full-timeFull-time
Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaPickering, Ontario
CA$21.50 hourlyCA$21.50 hourly
RemoteRemote
Full-timeFull-time

At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more

Investment Advisor

0000050599 RBC Dominion Securities Inc.OSHAWA, Ontario, Canada
Full-timeFull-time

Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours.Maybe you’ve dreamed of start... Show more

Health, Safety & Environment Advisor

Black & McDonald LimitedPickering, Ontario, Canada
CA$80,000.00 yearlyCA$80,000.00 yearly
Full-timeFull-time

Black & McDonald's Nuclear Services team is growing! If you are committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.Th... Show more

Education Advisor - TVET & Institutional Strengthening - Spanish Required

Cuso InternationalAjax, Ontario
PermanentPermanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Bring your expertise to Peru and he... Show more

Strategic Planning & Financial Assessment Advisor - Spanish Required

Cuso InternationalPickering, Ontario
PermanentPermanent

This Volunteer Placement is Located in:.Please submit a Spanish Resume and Statement of Interest.Open to Canadian Citizens and Permanent Residents of Canada only.Cuso International is supporting.AN... Show more

Service client bilingue - Travail à domicile - Horaire flexible

Teladoc HealthAjax, Ontario
CA$24.00 hourlyCA$24.00 hourly
RemoteRemote
Full-timeFull-time

The Tier 1 Patient and Member Support Representative plays a critical role in providing outstanding customer service to patients and members within a call center environment.This position involves ... Show more

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Licensed Insurance Advisor

Licensed Insurance Advisor

Dan Piedimonte - Desjardins Insurance AgentAjax, Ontario, Canada
30+ days ago
Job type
  • Full-time
Job description

Full Time - Licensed Insurance Advisor
Location: Pickering, ON

Position Overview:

As a Property & Casualty Insurance Advisor, you will provide our clients with Home, Auto & Auto financing products and advice to the personal and commercial market within Pickering and surrounding areas. You are primarily focused on new sales acquisition by providing our customers with personalized client experience and focused advice. You are a team player and love providing solutions based on our clients' specific needs analysis that satisfies their unique requirements. You will contribute to the Agency's success and deepen client relationships through effective opportunity spotting, cross-selling and referring to your team.

Responsibilities:

  • Provide existing clients with personalized advice and the strong client experience necessary to retain their business. Service may include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Contribute to team sales success through the achievement of individual sales goals and through effective opportunity spotting, cross-selling.
  • Work with the agent and team to establish and meet set goals.
  • Increase external network to contribute and be visible in the community and to capitalize on market opportunities and referrals from centers of influence.

Requirements:

  • Sales & Customer service experience (outside sales or inside sales representative, retail sales associate, or telemarketing) 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
  • Property & Casualty license (preferred/must be able to obtain)

Mandatory Requirements:

  • Property & Casualty license OTL (preferred/must be able to obtain)

Compensation:

  • Base salary + Commission + year-end bonus