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Client advisor Jobs in Oshawa, ON

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Client advisor • oshawa on

Last updated: 3 days ago

Licensed Insurance Advisor

Dan Piedimonte - Desjardins Insurance AgentAjax, Ontario, Canada

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

Auto Claims Advisor – TD Insurance Auto Centre (Ajax On-site)

TDAjax
Full-timeFull-time

CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.... Show more

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaAjax, Ontario
CA$21.50 hourlyCA$21.50 hourly
RemoteRemote

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

Service client bilingue - Travail à domicile - Horaire flexible

Teladoc HealthOshawa, Ontario
CA$24.00 hourlyCA$24.00 hourly
RemoteRemote

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

Senior Director - Enterprise Performance, Evaluation and Strategic Initiatives

Durham Community Health CentreAjax, ON, CA
CA$125,000.00–CA$140,000.00 yearlyCA$125,000.00–CA$140,000.00 yearly
Permanent, Full-timePermanent, Full-time
Quick Apply

Senior Director – Enterprise Performance, Evaluation and Strategic Initiatives.This is a Non-Bargaining Unit position.This posting is for a new vacancy.Oshawa (Hybrid work environment); Staff may b... Show more

Co-op Accountant (January-April 2027)

MNPOshawa, ON, Canadá
CA$45,000.00–CA$65,000.00 yearlyCA$45,000.00–CA$65,000.00 yearly
Full-timeFull-time

Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams.Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impac... Show more

Tire Technician (Passenger Light Truck)

TirecraftCourtice, ON, CA
CA$19.00–CA$23.00 hourlyCA$19.00–CA$23.00 hourly
Quick Apply

Tire Technician (Passenger Light Truck) Attersley Tirecraft, Courtice ON Tirecraft is a proudly Canadian owned and operated expert in tires and automotive services.Tire technicians require technica... Show more

Remote Client Benefits Advisor

Global Elite TexasOshawa, , United States, 10455
RemoteRemote

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

Licensed Life Insurance Advisor (LLQP) - Remote

Specialty Life InsuranceWhitby, Ontario
CA$40,000.00 yearlyCA$40,000.00 yearly
RemoteRemote
Quick Apply

Licensed Life Insurance Advisor (LLQP) - Remote.Specialty Life Insurance, in Partnership with Empire Life & Humania Assurance.If you've spent time in life insurance sales, you know the grind: h... Show more

Auto Claims Advisor – TD Insurance Auto Centre (Ajax On-site)

Sécurité Nationale Compagnie d'AssuranceAjax, Ontario
Full-timeFull-time

Onsite: 585 Finley Avenue Ajax, ON.TD Insurance, part of TD Bank Group, is committed to delivering.With over 3 million customers and a national presence, we offer a collaborative, inclusive, and gr... Show more

Client Advisor Intern

0000050007 Royal Bank of CanadaAJAX, Ontario, Canada
Part-timePart-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

Claims Advisor-Specialty Lines PD, Transportation

Intact Financial CorporationAjax, Ontario, CAN

The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles.However, we encourage candidates who may fall outside of this range to... 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

 • Promoted

Enrollment & Client Support Specialist (Remote)

AO Garcia AgencyOshawa, , United States, L1G 0A1
RemoteRemote

Join a Fast-Growing Remote Team.Are you looking for a career where your hard work is recognized and your growth has no limits? Join a fast-growing, technology-driven organization that values motiva... 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

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

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

PIA Client Service Associate (12M STA)

The Toronto-Dominion Bank (Canada)Whitby, Ontario
Full-timeFull-time

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.I... 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

 • Promoted

Mortgage Specialist - Durham

ScotiabankAjax, ON, CA

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Join us as we build a high-performing, purposed driven, winning sales team, anchored by an incl... Show more

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Licensed Insurance Advisor

Licensed Insurance Advisor

Dan Piedimonte - Desjardins Insurance AgentAjax, Ontario, Canada
30+ days ago
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