Bilingual Insurance Advisor helping Manulife customers choose Health, Dental, Travel, and Life coverage. Handling inbound and interested - customer calls, digital support, needs analysis, and sales goals.
About the role
- Licensed Insurance Advisor selling Manulife health, dental, travel, and life insurance. Handling inbound and outbound sales through phone, chat, and digital channels.
Responsibilities
- Handle inbound sales calls from new clients interested in health and dental, travel, and life insurance
- Make outbound sales calls to interested clients
- Respond to clients via online chat and other digital channels
- Provide advice, identify clients’ needs, and offer solutions
- Build client relationships through professional, personalized service to develop a pipeline of prospective clients
- Meet monthly, quarterly, and annual sales, quality, and compliance targets
- Accurately record needs analyses and client information in an online system
- Support various marketing and sponsorship campaigns
- Share client feedback with the broader team and raise suggestions, questions, or concerns
Requirements
- Fluently bilingual in English and French
- Excellent verbal and written communication skills, with strong active listening abilities
- Motivated by sales targets
- Demonstrated ability to persuade and negotiate using a consultative approach by phone or chat
- Strong attention to detail when gathering information, analyzing needs, offering solutions, and closing sales
- Proven problem-solving skills
- Ability to use multiple programs and screens simultaneously
- Ability to learn internal systems
- Proficiency in MS Outlook, Salesforce, and other online systems
- Telephone sales or call centre experience preferred
- Experience in health/accident and life insurance preferred
- Post-secondary education preferred; equivalent work experience will be seriously considered
- Knowledge of Salesforce or other CRM tools preferred
- Flexibility to work during operating hours Monday to Friday and on Saturdays
- Valid PQPAV/LLQP life insurance licence, or willingness to obtain one before the start date
Benefits
- Comprehensive benefits package, including group insurance coverage from the first day of employment
- Paid time off and vacation days
- Group retirement savings plan with employer matching / group RSP matching plan
- Future eligibility to participate in the Global Share Ownership Plan
- Health, dental, mental health, vision, short- and long-term disability, life, and accidental death and dismemberment insurance
- Adoption and surrogacy benefits, wellness benefits, and employee and family assistance programs
- Retirement savings plans, including a pension plan with employer matching contributions
- Financial education and counselling resources
- Statutory holidays, vacation, personal days, and sick days
- Various statutory leaves
- Specialized four-week training program
- Ongoing coaching and support
- Monthly performance bonus / sales incentive
- Work-from-home opportunity
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