Insurance Advisor - Life Insurance Representative (LLQP)
Kevin D'Souza Insurance Agency
- Mississauga, ON
- $50,000-70,000 per year
- Permanent
- Full-time
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services relating to – Life, Disability and Critical Illness Insurance products. .
- Educates and advises our clients on our products, while adhering to the company's underwriting policies.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification
- Work with the agent to establish and meet marketing goals.
- Lead the team in ensuring the office is meeting its targets and goals with respect to marketing, sales as well as underwriting and compliance requirements in a timely and effective manner.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Maintain a strong work ethic with a total commitment to success each and everyday
- LLQP license
- Bilingual – Hindi, Urdu or Punjabi (oral) and English (oral and written)
- Ability to obtain OTL license
- Successful track record of meeting sales goals/quotas preferred
- Sales experience (outside sales or inside sales representative, retail sales associate , or telemarketing ) preferred
- Strong understanding of social media/ technology.
- People-oriented, self-motivated and well-organized with a strong attention to detail
- Proactive in problem-solving, dedicated to customer service with an ability to multi-task competing demands
- Ability to work independently or as part of a team
- Previous insurance experience in various disciplines, such as underwriting, claims, sales or service would be an asset