Life Insurance Sales Professional

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

📋 Description

• Conduct phone consultations with potential life insurance clients.

• Evaluate client needs and suggest suitable life insurance options.

• Present products, offer quotes, and assist clients through the application process.

• Follow up with prospects and oversee opportunities in the CRM system.

• Keep precise client records and deliver responsive customer service.

• Stay informed about product knowledge and adhere to licensing and regulatory standards.

• Collaborate with individuals and families from the initial consultation to finalization.

• Manage an independent sales schedule while assisting clients via phone and digital channels.

⛳️ Requirements

• Valid life insurance license in a Canadian province where the company operates, excluding PEI and Quebec.

• Excellent communication and interpersonal skills.

• Confident and comfortable with sales conducted over the phone.

• Self-driven, organized, and capable of working independently.

• Customer-oriented with a consultative sales methodology.

• Proficient with CRM systems and technology.

• Strong follow-up abilities and time management skills.

• Sales experience is a plus.

🏝️ Benefits

• Leads are provided.

• Unlimited earning potential based on individual performance.

• Ongoing coaching, product insights, sales assistance, and mentorship.

• Access to established processes, resources, digital quoting platforms, online applications, CRM technology, and streamlined workflows.

• Fully remote work from home anywhere in Canada, where applicable.

• Flexible working hours.

• Advisors eligible for the wellness bonus can earn an additional monthly incentive based on performance and compliance criteria.

• A professional and supportive sales environment.

• Note: Independent contractors are responsible for their own taxes, licensing fees, and relevant business expenses.