Licensed Insurance Sales and Advisor

Location: West Durham Regional Municipality (Sunderland)

Benefits    Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Employee discounts
Nicole Fulcher Desjardins Agency is growing — Come expand your career in the Insurance and Financial Industry!
Insurance Representative – Nicole Fulcher Desjardins Insurance   Uxbridge, Ontario – IN OFFICE – Full time
Are you ready for an awesome next step in your career? Do you thrive on providing exceptional service in an enthusiastic way? Do you wish to expand your knowledge and work in the exciting Insurance and Financial Services Field? Would you like a stable career with a solid income and great benefits?
Job Purpose    Able to provide  wow factor  service to our clients so they wish to have all their insurance needs met by us.
Delight and retain clients
To assist in sales, marketing and servicing of Desjardins General Insurance Group/Certas Home and Auto Insurance Company Auto, Home, Business and Desjardins Financial Security Life Assurance Company Life and Living Benefits and other financial services products (hereafter referred to as financial services), as an employee of a Desjardins Independent Contractor Agent.
Experience and Knowledge    Experience in a variety of computer applications, particularly Windows applications, desirable
Demonstrated leadership skills preferred
Experience in outside sales desirable
Knowledge of the following is desirable:
Auto, Home, Business, Life, and Living Benefits products.
Skills/Abilities    Ability to become fully licensed to solicit Desjardins General Insurance Group/Certas Home and Auto Insurance Company Auto, Home, Business and Desjardins Financial Security Life Assurance Company life and financial services products, including Life and Living Benefits
Ability to have regularly scheduled booked appointments to present and solicit financial services products
Ability to present and solicit insurance and financial services products to potential and existing clients
Ability to conduct needs based marketing interviews with potential and existing clients
Ability to consistently meet monthly sales goals set by Team Member and/or Agent
Ability to track and monitor goals and hold self-accountable
Ability to explain complex insurance and financial issues in understandable terms
Ability to effectively relate to customers within a sales environment
Strong listening, oral, and written communications skills
Ability to take initiative and act effectively both individually and as a member of a team without direction
Ability to create and maintain professional business relationships with prospects, policyholders, co-workers, and associates within the Desjardins organization
Ability to learn and become proficient with various computer applications
Ability to adapt to changing market conditions and a dynamic work environment
Ability to pay close attention to detail and accuracy
Ability to handle multiple tasks and maintain strong organizational skills
Ability to meet deadlines and work under pressure
Job related Licensing and Training    Successfully complete and maintain all Provincial and Desjardins requirements – OTL (Other than Life) or RIBO for position.
registration - to solicit and service designated Desjardins General Insurance Group/Certas Home and Auto and Desjardins Financial Security Life Assurance Company products and services
Remain current in all product changes and technical developments, and participate in company and industry training sessions as required.
LLQP will be required to be achieved in the first 12 months of employment.
Duties and Responsibilities    Maintain licenses and/or registrations to solicit Desjardins General Insurance Group/Certas Home and Auto Insurance Company and Desjardins Financial Security Life Assurance Company products, as requested
Assist in developing a financial services marketing/sales plan for the agency
Follow and update Checktivity in Racing Snail daily
Develop and contact on a daily basis qualified leads and set appointments for financial services products
Create and facilitate financial services product presentations to potential and existing clients
Conduct…