Remote life insurance representative advising Canadian individuals and families. Conducting phone consultations, recommending coverage, and guiding applications using provided leads and CRM tools.
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
Serve individuals and families through phone and digital communication
Build consistent production and develop a client base using provided leads and digital sales tools
Requirements
Valid life insurance license in a Canadian province where the company operates, excluding Prince Edward Island and Quebec
Willingness to obtain a life insurance license with company guidance
Strong communication and interpersonal skills
Confidence and comfort with telephone-based sales
Self-motivated, organized, and able to work independently
Customer-focused with a consultative sales approach
Comfort with CRM systems and technology
Strong follow-up and time-management skills
Sales experience is an asset
Responsible for own taxes, licensing fees, and applicable business expenses
Once licensed and appropriately authorized, able to advise clients on life insurance products
Benefits
Leads provided
100% commission-based compensation with unlimited earnings potential based on individual performance
Training, coaching, and mentorship
Digital quoting platforms, online applications, CRM technology, and streamlined workflows
Flexible schedule
Wellness bonus based on established performance and compliance criteria
Professional and supportive sales environment
Independent contractor opportunity with the ability to work from home anywhere in Canada, where permitted
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