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Client advisor Jobs in Oshawa, ON

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Client advisor • oshawa on

Last updated: 5 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

Labour Market Analysis 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.As part of Cuso International's com... Show more

Labour Market Analysis Advisor - Spanish Required

Cuso InternationalOshawa, 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.As part of Cuso International's com... Show more

Health, Safety And Environment Advisor

ActalentOshawa, Ontario, Canada
CA$43.00–CA$55.00 hourlyCA$43.00–CA$55.00 hourly
Full-timeFull-time

Job Title: Health, Safety and Environment Advisor.The Health, Safety and Environment Advisor plays a key role in supporting workplace health, safety, and environmental initiatives across active con... Show more

Teacher Training and Pedagogical Support 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.Are you passionate about teacher de... Show more

Business Development Partner

Sun LifeAjax, Ontario
CA$70,000.00 yearlyCA$70,000.00 yearly
Full-timeFull-time

Coaching for growth, Client centric, relationship focused, sales driven and energetic.If this feels well aligned to who you are and areas you want to focus on, we have the right opportunity for you... 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

Strategic Planning & Financial Assessment Advisor - 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.Cuso International is supporting.AN... 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

Benefits Advisor - Work From Home

HMG CareersOshawa, 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 CanadaAjax, 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

Education Advisor - TVET & Institutional Strengthening - Spanish Required

Cuso InternationalOshawa, 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

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

Human Rights Advisor - Renewable Energy - Spanish Required

Cuso InternationalWhitby, Ontario
PermanentPermanent

This Volunteer Placement is Located in:.Tegucigalpa, Francisco Morazán Department, Honduras.Private Spanish lessons can be arranged if necessary.Please submit a Spanish Resume and Statement of Inte... 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

Human Rights Advisor - Renewable Energy - Spanish Required

Cuso InternationalAjax, Ontario
PermanentPermanent

This Volunteer Placement is Located in:.Tegucigalpa, Francisco Morazán Department, Honduras.Private Spanish lessons can be arranged if necessary.Please submit a Spanish Resume and Statement of Inte... 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

People also ask
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