Rates.ca is a digital life brokerage looking to grow, and they are seeking a motivated Life Insurance Advisor to work with qualified leads. The role involves identifying customer insurance needs, delivering solutions, and achieving sales goals in a fast-paced environment.
Responsibilities
- Meet or exceed monthly sales goals
- Manage the sales cycle from end-to-end
- Provide advice and quotes which ensure the most appropriate product is offered
- Assess risks, calculate premiums, bind coverage and prepare documentation
- Maintain knowledge of current underwriting rules, product features and other industry changes
- Deliver a high level of friendly, professional service
- Work in a team, collaborating with various stakeholders
- Complete administrative duties as required, ensuring complete and adequate documentation for all customer policies and files
- Service policies when needed
- Be active in continuous process optimization
- Positively Interact with industry partners and internal stakeholders
Skills
- 1-4 years of experience in life insurance
- Current license in Ontario and other provinces
- Desire to drive sales organically through digital channels
- Strong attention to detail
- High level of professional customer service
- Driven by success and thrive on meeting or exceeding goals
- Ability to excel in a fast-paced environment
- Strong work ethic and drive for success with a proven track record of exceeding sales targets
- Ambition to lead an emerging life brokerage with high growth potential
- High energy with the ability to multi-task
- Strong commitment to teamwork with excellent communication skills
- Experience in managing a high-volume pipeline
- Strong organizational skills
- Great computer skills navigating multiple screens and platforms with proficiency in Outlook, Excel, and Word
Benefits
- Full benefits after 90 days - no deductions to your pay
- 3 weeks paid vacation to start
- Your birthday off paid
- Free lunches every other Friday
- Multiple social engagements throughout the year
- RRSP opportunities with company match after 1 year of employment
- Casual dress environment
Company Overview
At Rates.ca Group Ltd., our mission is to help Canadians make better insurance and money decisions. It was founded in 1999, and is headquartered in Toronto, Ontario, CAN, with a workforce of 201-500 employees. Its website is https://rates.ca.