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Insurance Sales Account Advisor | Bilingual
Insurance Sales Account Advisor | BilingualJason Ji Insurance And Financial Services Ltd. • Richmond Hill, ON, Canada
Insurance Sales Account Advisor | Bilingual

Insurance Sales Account Advisor | Bilingual

Jason Ji Insurance And Financial Services Ltd. • Richmond Hill, ON, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description
Insurance Sales Account Advisor

Desjardins Agent Team Member
Location: Richmond Hill, Ontario
Full-Time | In-Office with Hybrid Potential

Build a Meaningful Career with Unlimited Potential

Are you driven, people-focused, and passionate about helping others? Join a top-performing Desjardins Agency and take your career to the next level as an Insurance Sales Account Advisor. This is more than a job – it’s a career with real growth, great earning potential, and the chance to make a meaningful impact on the lives of our clients every day.

We’re looking for an energetic, motivated professional who thrives in a fast-paced environment and is ready to grow with a successful, award-winning agency.

What You’ll Do
  • Engage with warm leads from existing clients, inbound calls, and online inquiries

  • Identify customer needs and recommend tailored insurance and financial solutions

  • Handle policy updates, billing questions, claims support, and general inquiries with care

  • Build lasting client relationships through value-based conversations and exceptional service

  • Collaborate with the team to meet individual and agency marketing goals

  • Attend networking events and conduct light outbound follow-up with cold and x-date leads

What You Bring
  • Sales experience (inside/outside, retail, or customer service) preferred

  • Proven success in meeting sales goals or quotas

  • Excellent communication skills – verbal, written, and active listening (Languages: English, Mandarin and Cantonese would be an asset).

  • Strong interpersonal skills and a passion for customer service

  • Licensed (or willing to become licensed) in Property & Casualty (OTL/RIBO)

  • Highly organized, proactive, and solution-focused

Why Join Our Team?
  • Be part of a supportive and high-performing team of 7, with experience ranging from 2 to 15+ years

  • Work with an Agent who has been assisting clients since 2004

  • Our agency offers all lines of insurance and financial services, and we’re licensed to serve all of Ontario

  • Join a team recognized with multiple performance awards within the Desjardins Agency Network

What’s in It for You?

Compensation & Earning Potential

  • From $40,000 base salary during training

  • Commission + annual bonus

  • Uncapped earning potential – $60,000+ achievable with moderate performance

Perks & Benefits

  • Paid vacation with tenure-based increases

  • Paid sick days

  • Health and Dental benefits
  • Life rewards: team trips, gift cards, extra incentives

  • RRSP Match
Ready to Grow with Us?

This is your opportunity to build a long-term, rewarding career in a respected organization where your effort is recognized and your success has no ceiling.

Apply today and take the next step toward a career where you can grow, thrive, and make a difference.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.


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Insurance Sales Account Advisor Bilingual • Richmond Hill, ON, Canada

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