Insurance Broker – Sales

Are you a RIBO and/or AMF licensed Insurance Broker or Agent? Come build the future of insurance with us.

Why us?

You Set is revolutionizing the insurance industry by combining technology, data and human expertise. We’re on a mission to build the most user-friendly and highly rated insurance platform in Canada.

In less than 4 minutes, our powerful technology screens the market to help you save 29% on average on your home and car insurance and get you covered instantly, online.

To date, we’ve helped over 300,000 users shop for their insurance with an average of 4.9 stars in online reviews.

What will you be responsible for?

• Policy Issuance:
  Issue insurance policies from multiple insurers for clients who bought online. Ensure accuracy and compliance in the issuance of all policies.
• Client Engagement:
  Respond to inquiries from potential clients. Provide information about our services to achieve a sale.
• Lead Follow-Up:
  Proactively reach out to potential clients who completed online quotes to gauge their interest. Provide further assistance to achieve a sale.
• Communication:
  Communicate effectively via phone, email, and SMS with potential clients in French and English on a daily basis. Since we serve customers across Canada, bilingualism is essential.
• Performance Review:
  Monitor personal performance and meet daily/weekly/monthly targets.
• Documentation:
  Maintain accurate records of client interactions and add follow-up activities in our CRM system.
• Collaboration:
  
  Work closely with the sales team to achieve team objectives. Participate in developing strategies to boost client engagement & sales.
• Continuous Learning:
  Stay updated on product knowledge and industry trends. Participate in training sessions and professional development activities.
• Career Growth:
  Move towards a senior position in our insurance team or a team lead role after your first 2 years with us.

Do you have what it takes?

• You have a valid RIBO and/or AMF certification
• You have at least 2 years of experience as an insurance broker or agent
• You have at least 5 years of relevant experience in sales
• You're proactive and work hard to exceed your sales goals
• You have strong oral and written communication skills in French and English
• You're a quick learner with an interest in technology

What's in it for you?

• Competitive compensation with monthly bonus
• Up to 5 weeks of vacation per year
• Top-tier health benefits (health, dental, vision, etc.) & life insurance
• 100% remote work or downtown Montreal office space
• Unlimited sick and mental health days
• Work internationally for up to 90 days per year
• Paid parental leave (4 months top up)
• Monthly sponsored team activities and events
• Flexible start date (but the sooner the better!)

This opportunity is for a full-time position in a high-growth company with increasing responsibilities.

Do you picture yourself working with us? Don’t miss your chance