Personal Lines Sales Broker; BC​/AB; Leads

Position: Personal Lines Sales Broker (BC/AB) - Leads Provided
Accountabilities:

- Manage incoming sales leads and respond promptly to prospective customers with accurate, competitive personal insurance quotes.

- Generate new business through a combination of company-provided leads, existing professional networks, and proactive sales activities.

- Build strong relationships with prospective clients by understanding their individual insurance needs, financial priorities, and coverage requirements.

- Guide customers through the insurance purchasing process, providing clear explanations and personalized recommendations.

- Recommend appropriate home and auto insurance coverage options based on each customer's circumstances and protection needs.

- Identify cross-selling and upselling opportunities to increase customer value and expand business opportunities.

- Drive sales conversions by applying effective negotiation and closing techniques while maintaining a customer-focused approach.

- Consistently work toward and achieve individual sales targets and performance objectives.

- Ensure all insurance recommendations and transactions comply with underwriting criteria and guidelines established by brokerage partners.

- Manage multiple customer inquiries and sales opportunities simultaneously while maintaining high standards of service and efficiency.

Requirements:

- Valid Alberta Level 2 General Insurance License is required.

- British Columbia Level 1 or Level 2 General Insurance License is considered an asset.

- At least 1 year of experience in personal lines insurance sales, with a demonstrated track record of achieving strong sales results.

- Solid understanding of personal insurance products, particularly home and auto insurance policies, coverage options, and underwriting requirements.

- Strong sales, negotiation, and closing skills, with the ability to convert leads into new business.

- Excellent interpersonal and communication skills, with the ability to quickly establish trust and build lasting customer relationships.

- Customer-oriented mindset and the ability to understand individual needs and recommend suitable insurance solutions.

- Self-motivated, ambitious, and competitive, with a strong drive to achieve and exceed sales targets.

- Ability to thrive in a fast-paced, performance-driven environment and adapt to changing priorities.

- Strong organizational and time-management skills, with the ability to multitask, prioritize activities, and manage a high volume of leads.

- Positive attitude, resilience, and a proactive approach to problem-solving and business development.

- Interest in professional growth and contributing to the continued expansion of a successful insurance brokerage.

- Legal authorization to work in Canada.

Benefits:

- Fully remote work:
Enjoy the flexibility of working remotely from anywhere in Canada.

- Provided sales leads:
Access company-generated leads to help build your pipeline and focus on converting prospective customers.

- Growth opportunities:
Join a rapidly expanding insurance brokerage with opportunities for professional development and career progression.

- Performance-driven environment:
Benefit from a sales-focused culture where individual achievements and results are valued.

- Business development:
Grow your client portfolio through a combination of provided leads and your existing professional network.

- Industry exposure:
Develop your expertise in personal lines insurance while working with a broad range of customer needs.

- Collaborative team:
Work alongside professionals in a dynamic environment that encourages ambition, initiative, and continuous improvement.

- Inclusive workplace:
Benefit from an accessible recruitment process, with accommodations available for candidates with disabilities upon request.