Insurance & Financial Service Advisor

Position: Full-Time Insurance & Financial Service Advisor
Join Desjardins as a full-time Insurance Account Representative in Barrie, where you will excel in customer service and sales. This role suits those eager to build lasting relationships and offer tailored insurance solutions.

In this position, you'll engage with clients to identify their needs and deliver timely support. You'll collaborate with the agent to set and achieve marketing targets, while addressing inquiries related to insurance policies and claims.

Key Responsibilities:

• Develop customer leads and schedule impactful meetings

• Provide accurate responses to insurance queries

• Collaborate with agent to meet marketing strategies

• Offer customer support for billing and policy changes

• Present insurance products effectively to potential clients

Requirements:

• Preferred sales experience in relevant sectors

• Track record of achieving sales quotas

• Excellent written and verbal communication skills

• Ability to handle multiple tasks efficiently

• Valid driver’s license is required

Empower customers with your service expertise and become a valued member of the Desjardins team.
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