Analyste PU chez iA Financial Group, spécialisée en assurance, épargne et gestion de patrimoine. Analyse de polices vie universelle, transactions complexes et solutions de financement.
About the role
- Licensed insurance specialist selling Trupanion’s medical insurance for cats and dogs. Serving pet owners remotely across Canada through consultative inbound sales and enrollment.
Responsibilities
- Answer inbound warm leads from potential customers interested in pet insurance policies
- Use a consultative sales style to understand customer needs and tailor insurance solutions
- Present the value and benefits of pet insurance policies
- Set call agendas to maintain call control and guide conversations toward enrollment
- Provide information about policies and coverage options and answer customer questions and objections
- Overcome objections and concerns with confidence and empathy
- Use assumptive closing techniques to guide customers through enrollment
- Accurately enroll pets in policies and collect and document required information
- Assist current members contacting Trupanion
- Collaborate with the sales team and management to meet and exceed sales targets and objectives
- Handle escalated customers and sensitive conversations while providing a positive customer experience
Requirements
- Active provincial General/P&C Insurance license, such as an OTL General Insurance Agent license, General Level 1 license, or equivalent, depending on province of residence
- Eligible for license reciprocity in additional jurisdictions, excluding Québec
- Minimum of 2 years' experience in a sales role
- Excellent communication skills with a customer-centric approach
- Ability to actively listen, understand customer needs, and provide appropriate solutions
- Familiarity with the insurance industry, particularly pet insurance, is a plus
- Strong ability to handle objections and turn them into opportunities
- Proven track record of achieving or surpassing sales targets and productivity expectations
- Positive attitude, adaptability, and willingness to learn and grow within the role
- Proficiency in basic computer applications and data entry
- Availability to work rotating shifts, including both Saturday and Sunday
- Must be licensed to sell insurance in Canada and the province of residence
- Weekend availability required
- Ability to work 8-hour shifts, 5 days per week, with flexibility across shift times
- Training schedule availability Monday through Friday, 8:00 AM–5:00 PM Pacific Time for the first eight weeks
Benefits
- Uncapped monthly bonuses based on individual performance
- Restricted Stock Units granted to all new team members, vesting over 4 years
- Employer-paid extended health coverage for you and your family
- RRSP, pension, etc. registration through Wealthsimple
- Four weeks of paid time off
- 11 paid float holidays
- Five weeks of paid sabbatical after five years of employment
- Employer-paid medical insurance for one pet (cat or dog)
- Paid time off to volunteer at nonprofit organizations
- Open, casual, pet-friendly, and fun work environment
- Flexible workplace with remote work option
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Bilingual RBC Insurance Advisor providing personalized home and auto coverage advice by phone. Assessing client needs, underwriting policies, and recommending solutions across Quebec.
Remote licensed health insurance advisor conducting scheduled phone and virtual consultations. Reviewing plan options, explaining coverage, and assisting members with compliant enrollment.
Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
Commercial Insurance Broker supporting Accounts, New Business, or Renewals for Zensurance’s digital - first commercial insurance platform. Advising clients, managing policies, growing revenue, and retaining accounts.
Investigation Advisor investigating health and dental claim fraud for iA Financial Group. Analyzing suspicious patterns, documenting findings, and improving fraud - detection tools.
Agent d’assurance dommages en formation rémunérée chez iA, assureur canadien. Vente de contrats automobile et habitation et accompagnement de clients.
Risk manager leading AML/KYC initiatives, regulatory change, and operational risk governance for American Express Canada. Advising stakeholders and reporting progress to senior leadership.
Personal Insurance Sales Advisor selling and retaining personal insurance policies for BrokerLink. Quoting business, developing client relationships, and supporting insurer documentation across Ontario offices.
AVP leading Sun Life’s insurance distribution strategy, advisor relationships and regional sales execution. Building leadership capability and sustainable life and health insurance growth.