Personal Insurance Advisor serving clients, selling policies, and managing renewals for BrokerLink’s Spriggs Insurance team. Onsite role based in Georgetown or Oakville.
About the role
- Licensed life insurance advisor serving Canadian clients remotely for Maple Bay Financial Corp. Conducting consultations, recommending coverage, and managing applications through close.
Responsibilities
- Conduct telephone consultations with life insurance prospects
- Assess client needs and recommend appropriate life insurance solutions
- Present products, provide quotes, and guide clients through the application process
- Follow up with prospects and manage opportunities in the CRM
- Maintain accurate client records and provide responsive customer service
- Maintain product knowledge and comply with licensing and regulatory requirements
- Work with individuals and families from initial consultation through close
- Manage an independent sales schedule while serving clients through phone and digital communication
Requirements
- Valid life insurance license in a Canadian province where the company operates, excluding PEI and Quebec
- Strong communication and interpersonal skills
- Confident and comfortable with telephone-based sales
- Self-motivated, organized, and able to work independently
- Customer-focused with a consultative sales approach
- Comfortable with CRM systems and technology
- Strong follow-up and time-management skills
- Sales experience is an asset
Benefits
- Leads provided
- Unlimited earnings based on individual performance
- Ongoing coaching, product guidance, sales support, and mentorship
- Access to established processes, resources, digital quoting platforms, online applications, CRM technology, and streamlined workflows
- Fully remote work from home anywhere in Canada, where permitted
- Flexible schedule
- Wellness bonus eligible advisors can earn an additional monthly bonus based on performance and compliance criteria
- Professional and supportive sales environment
- Note: Independent contractors are responsible for their own taxes, licensing fees, and applicable business expenses
Job title
Job type
Experience level
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Not specified
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