Insurance and Financial Services Advisor

at  Charon Clute Insurance Agency Inc

WHO WE ARE:

We are a professional insurance office that provides exceptional customer service at every contact. We want to help our customers choose the right coverage for their particular needs and develop options to help them realize their long term goals. We strive to develop lasting relationships with our customers while providing a wide variety of products and services. We love what we do and hope to make our customers love what we do too!

POSITION OVERVIEW:

A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance & Financial Services Specialist - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income potential.

QUALIFICATIONS AND EXPERIENCE

• OTL or RIBO and/or LLQP License perferred but not required at the time of interview
• OTL will need to be obtained prior to start date at applicant cost with employer reimbursement after meeting set employment criteria
• LLQP will be required within 3 months of employment start date
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Ability to multi-task
• Ability to make presentations to potential customers
• Proficient in Microsoft Office: Word, Excel and Outlook
• Ability to work in a Team environment
• You are required to have a valid driver’s license
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate

• Develop leads, schedule appointments, identify customer needs, and the sale of appropriate products and services
• Work with the agent and other Team Members to establish and meet/exceed stated sales goals/targets
• Respond to client questions and concerns including: coverages, policy changes, claim submissions, billing concerns, etc.