Associate Insurance Advisor

Description

About the Role:

We are seeking a dynamic Insurance Advisor to join our team. The ideal candidate will be responsible for providing insurance advice and solutions to clients, ensuring their needs are met effectively.

Summary of Responsibilities:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
You’re an effective team player and provide guidance to support the development of your peers.

Requirements

Experience:

Qualifications:

General Insurance License is required or must obtain within two months.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
One year sales and service experience or related business experience is preferred.
Knowledge of auto and property insurance products and experience with selling techniques is an asset.

Requirements:

Strict confidentiality with respect to client’s financial status and other personal information.
This role involves direct contact with clients and/or service providers in their environment.
You may be required have your own vehicle, valid driver’s license and insurance.
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.

Licence/Certification::

Benefits

Additional Job Information:

About the Firm:

This firm is a dynamic tax, accounting, and consulting firm that excels in understanding clients’ needs and providing a full spectrum of tailored solutions. The firm operates with the philosophy of making the rules work for their clients, offering straightforward, intelligent advice that adds substantial value.

Culture, Perks, and Benefits:

Join a firm where your ideas can have a positive impact. What we offer:

Direct exposure to a wide array of industry groups and clients, fostering growth.
An open-door policy for mentorship and support.
A collaborative, inclusive work environment where everyone contributes to success.
Competitive compensation aligned with the Toronto market and annual bonus opportunities.
Comprehensive benefits for you and your immediate family, fully funded by the firm.
Early Friday closures year-round (3 pm office closure).
Flexible dress code policy.
Access to mental health resources and ongoing support.
Opportunities to support and engage with your community.
Access to national training programs.