Sales Specialist

Company Description

Desjardins Insurance Agents is part of Desjardins Group, the largest cooperative financial group in Canada, offering a wide range of insurance and savings solutions. Through Certas Home and Auto Insurance Company and Desjardins Financial Security Life Assurance Company, the organization provides auto, home, life, health, and business insurance for individuals and businesses. Agents operate in Ontario, Alberta, and New Brunswick, helping clients choose coverage that fits their unique needs and protects their families, property, and enterprises.

The company is known for caring support and strong expertise when unexpected events occur, helping clients recover and move forward. Desjardins Insurance Agents were formerly known as State Farm Canada, reflecting a long-standing presence in the Canadian market.

The Sales Specialist is a full-time, on-site role based in Innisfil, ON, focused on delivering insurance and financial solutions to new and existing clients. Day-to-day responsibilities include identifying customer needs, presenting appropriate auto, home, life, health, and business insurance products, and supporting clients through the application and onboarding process. The Sales Specialist will follow up on leads, conduct outbound and inbound calls, schedule and hold client meetings, and maintain accurate records in the agency’s systems.

The role also involves providing ongoing customer service, handling policy changes and renewals, and collaborating with the team to meet sales targets and service standards. The Sales Specialist may assist in local marketing initiatives and participate in training and development activities to stay current on products, regulations, and best practices.

• Identify customer needs and present appropriate auto, home, life, health, and business insurance products.
• Support clients through the application and onboarding process.
• Follow up on leads and conduct outbound and inbound calls.
• Schedule and hold client meetings and maintain accurate records in the agency’s systems.
• Provide ongoing customer service, handle policy changes and renewals, and collaborate with the team to meet sales targets and service standards.
• Assist in local marketing initiatives and participate in training and development activities to stay current on products, regulations, and best practices.

• Strong communication skills (clear verbal and written communication and active listening).
• Excellent customer service skills with empathy, responsiveness, and relationship building.
• Solid sales skills, including prospecting, needs-based selling, negotiation, and closing.
• Abilities related to training and sales management, such as mentoring team members and contributing to sales processes and practices.
• Relevant qualifications include prior experience in insurance, financial services, or retail sales; completion of required provincial licensing for insurance (or eligibility to obtain); and comfort working with CRM and office software tools.
• Additional beneficial qualifications include strong organizational skills, attention to detail, goal orientation, and the ability to work effectively in an on-site, team-focused environment.