Licensed Insurance Sales and AdvisorDesjardins Insurance Nicole Fulcher Agency • Uxbridge, ON, Canada

Licensed Insurance Sales and Advisor

Desjardins Insurance Nicole Fulcher Agency • Uxbridge, ON, Canada

4 days ago

Job type

Full-time

Job description

Job Description

Nicole Fulcher Desjardins Agency is growing- Come expand your career in the Insurance and Financial Industry!

Insurance Representative- Nicole Fulcher Desjardins Insurance

Uxbridge, Ontario- IN OFFICE- Full time

Are you ready for an awesome next step in your career?

Do you thrive on providing exceptional service in an enthusiastic way?

Do you wish to expand your knowledge and work in the exciting Insurance and Financial Services Field?

Would you like a stable career with a solid income and great benefits?

Job Purpose

Able to provide "wow factor" service to our clients so they wish to have all their insurance needs met by us.
Delight and retain clients
To assist in sales, marketing and servicing of Desjardins General Insurance Group / Certas Home and Auto Insurance Company Auto, Home, Business and Desjardins Financial Security Life Assurance Company Life and Living Benefits and other financial services products (hereafter referred to as financial services), as an employee of a Desjardins Independent Contractor Agent.

Experience and Knowledge

Experience in a variety of computer applications, particularly Windows applications, desirable

Demonstrated leadership skills preferred

Experience in outside sales desirable

Knowledge of the following is desirable : Auto, Home, Business, Life, and Living Benefits products.

Skills / Abilities

Ability to become fully licensed to solicit Desjardins General Insurance Group / Certas Home and Auto Insurance Company Auto, Home, Business and Desjardins Financial Security Life Assurance Company life and financial services products, including Life and Living Benefits

Ability to have regularly scheduled booked appointments to present and solicit financial services products

Ability to present and solicit insurance and financial services products to potential and existing clients

Ability to conduct needs based marketing interviews with potential and existing clients

Ability to consistently meet monthly sales goals set by Team Member and / or Agent

Ability to track and monitor goals and hold self-accountable

Ability to explain complex insurance and financial issues in understandable terms

Ability to effectively relate to customers within a sales environment

Strong listening, oral, and written communications skills

Ability to take initiative and act effectively both individually and as a member of a team without direction

Ability to create and maintain professional business relationships with prospects, policyholders, co-workers, and associates within the Desjardins organization

Ability to learn and become proficient with various computer applications

Ability to adapt to changing market conditions and a dynamic work environment

Ability to pay close attention to detail and accuracy

Ability to handle multiple tasks and maintain strong organizational skills

Ability to meet deadlines and work under pressure

Job related Licensing and Training

Successfully complete and maintain all Provincial and Desjardins requirements – OTL (Other than Life) or RIBO for position.

registration - to solicit and service designated Desjardins General Insurance Group / Certas Home and Auto and Desjardins Financial Security Life Assurance Company products and services

Remain current in all product changes and technical developments, and participate in company and industry training sessions as required.

LLQP will be required to be achieved in the first 12 months of employment.

Duties and Responsibilities

Maintain licenses and / or registrations to solicit Desjardins General Insurance Group / Certas Home and Auto Insurance Company and Desjardins Financial Security Life Assurance Company products, as requested

Assist in developing a financial services marketing / sales plan for the agency

Follow and update Checktivity in Racing Snail daily

Develop and contact on a daily basis qualified leads and set appointments for financial services products

Create and facilitate financial services product presentations to potential and existing clients

Conduct needs based marketing interviews within the agent’s office or client’s home or business

Pivot to other product lines on the phone and in person

Utilize agency and Desjardins computer applications, marketing tools as required and available

Accurately prepare forms, policies, endorsements when required

Follow up with customers and keep the agent informed

Provide prompt, professional customer service

Participate in training and team meetings as requested

Assist in training new Team Members

Perform other related duties as assigned by the Agent

ITEMS TO NOTE

Position may require irregular hours on an occasional basis

Position may require travel to other Desjardins locations as well as to clients’ homes or businesses

Position may require participation in attending community and networking events Position will require photos of yourself to be depicted on Business cards, advertising and social media

Monday to Friday

Health and Dental Benefits

3 Weeks Paid Vacation

$48,000 per year base salary - Earn generous Commissions and Bonus

Must have vehicle to commute to work

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Insurance Advisor • Uxbridge, ON, Canada

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