INSURANCE REPRESENTATIVE QUALIFICATIONS/SKILLS:

• Prospecting skills
• Meeting sales goals
• Motivation for sales
• Product knowledge
• Organizational skills
• Attention to detail
• Strong communication skills

EDUCATION AND EXPERIENCE REQUIREMENTS:

• High school diploma or equivalent
• BA in finance, business, economics, or a related field is preferred
• Provincial license- OTL or RIBO, LLQP
• Continuing education credits
  Salary: Base wage plus oppurtunity for Monthly Production Bonus, as well as an Annual Bonus

WORK ENVIRONMENT & CULTURE

At our company, we truly value a healthy, happy, and stable work environment. We are looking for someone who can thrive as part of a supportive team—someone who is not only skilled, but also collaborative, respectful, and positive. We take care of each other and our customers, and we believe that when our team is thriving, great things happen.
We prioritize quality of life in the workplace and aim to create an atmosphere where people enjoy coming to work every day. If you are looking for a role where you can grow, feel supported, and be part of something meaningful, we would love to meet you.

• Provides service to clients’ changing insurance needs by selling auto aand property insurance.
• Establishes productive working relationships with clients.
• Develops base for long-term sources of clients.
• Compiles lists of prospects.
• Determines clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.
• Ascertains clients’ long-term goals.
• Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Communicates with adjusters.
• Obtains underwriting approval by completing application for coverage.
• Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs.
• Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications.
• Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments.