Licensed Insurance Sales Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

• Manage incoming calls and engage with warm life insurance leads

• Evaluate client requirements and suggest appropriate coverage options

• Offer quotes and assist clients throughout the application process

• Conduct follow-ups with potential clients

• Keep precise records in the CRM system

• Deliver exceptional client service

• Ensure adherence to licensing and regulatory standards

⛳️ Requirements

• Current life insurance license (not applicable to PEI and Quebec)

• Experience in life insurance or sales within the insurance sector

• Excellent communication and telephone skills

• Client-oriented with a professional demeanor

• Proficient in inbound sales and comfortable using CRM technology

• Highly organized, dependable, and self-driven

• Capable of working independently in a remote setting

🏝️ Benefits

• Additional bonus opportunities based on set performance criteria

• Inbound calls and warm leads will be supplied

• Completely remote work from home

• Established sales methodologies

• Access to product guidance, coaching, sales support, and ongoing resources

• Utilization of CRM technology, digital quoting platforms, online applications, and streamlined workflows

• Leads generated through marketing efforts

• Monthly wellness bonus contingent on performance and compliance criteria