Promotes and sells Insurance products and solutions through inbound and outbound channels
Drives sales growth and meets individual targets
Delivers the desired client experience to customers and prospects
Accelerates premium growth by maximizing opportunities with all clients
Manages complex cases & high end sales
Provides superior client experience and service
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Applies for and/or maintains relevant licenses for the products/market where the role is performed
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Completes necessary administrative functions, as assigned

Minimum of 2 years of experience as a Licensed Insurance Advisor
Post-secondary degree in related field of study
Must meet the licensing and certification requirements for the team/branch/jurisdiction
Insurance of Persons License required
Damage Insurance License is an asset
Bilingualism French and English
Experience in a call center environment preferred
Working knowledge of life insurance products
Life insurance product application
Life insurance law, compliance and regulations

Licensed Insurance Advisor

Key skills