Key skills
ChefCRMCommunicationCollaborationRemote WorkSales
About this role
Role Overview
- Policy issuance: Issue insurance policies with multiple insurers for clients who purchased online
- Ensure accuracy and compliance in the issuance of all policies
- Client outreach: Respond to inquiries from prospective clients
- Provide information about our services to close sales
- Follow-up on online quotes: Identify and contact prospects who completed a quote on our website
- Initiate conversations to convert prospects into customers
- Communication: Communicate effectively by phone, email, and SMS to build a positive, trust-based relationship with prospects
- Solicit interest in our insurance products
- Performance tracking: Monitor your performance and meet daily/weekly/monthly targets
- File notes: Maintain accurate records of client interactions and follow-up activities in our CRM
- Collaboration: Work closely with the sales team to achieve team goals
- Contribute to developing strategies to boost sales
- Continuous learning: Stay up to date on product knowledge and industry trends
- Participate in training sessions and professional development activities
- Career development: Progress to a senior role within our insurance team or a team lead position after your first two years with us
Requirements
- You hold a valid AMF license
- At least 2 years of experience as a broker or agent
- At least 5 years of relevant sales experience
- Proactive with strong problem-solving skills
- Strong verbal and written communication skills in French and English
- Quick learner with an interest in technology
Tech Stack
- Chef
Benefits
- Competitive compensation with monthly bonus
- Up to 5 weeks of vacation per year
- 100% remote work or office in downtown Montreal
- International work up to 90 days per year
- Group insurance (health, dental, vision, etc.) and life insurance
- Unlimited sick and mental health days
- Paid parental leave (additional 4 months)