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Client advisor Jobs in Oshawa, ON

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Client advisor • oshawa on

Last updated: 1 day 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

Strategic Partnership 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.Cuso International is seeking two v... Show more

 • Promoted

Strategic Partnership 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 seeking two v... Show more

 • Promoted

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

Project Development 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.Join Cuso International as a Projec... Show more

 • Promoted

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaOshawa, 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

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

Claims Advisor-Specialty Lines PD, Transportation

Intact Financial CorporationAjax, Ontario, CAN
Full-timeFull-time

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

Financial Advisor

0000050007 Royal Bank of CanadaOSHAWA, Ontario, Canada
Full-timeFull-time

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them.You provide our... Show more

Enrollment & Client Support Specialist (Remote)

AO Garcia AgencyOshawa, , United States, L1G 0A1
RemoteRemote
Full-timeFull-time

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

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

Education Advisor - TVET & Institutional Strengthening - 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.Bring your expertise to Peru and he... Show more

 • Promoted

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

Project Development 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.Join Cuso International as a Projec... Show more

 • Promoted

CRM and Data Management 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.This placement is an opportunity to... Show more

 • Promoted

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

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

 • Promoted
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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