Insurance Broker - Sales / Courtier en assurance - Ventes

at  YouSet

INSURANCE BROKER - SALES

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

• 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 to build trust. Explain the benefits of buying with YouSet.
• 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.