Licensed Insurance Advisor
$51,300–$81,300 year
HybridToronto, Ontario, Canada or Halifax, Nova Scotia, Canada
Job Summary
Handle inbound calls regarding Health & Dental, Travel, and Life Insurance solutions while connecting with pre-qualified customers via outbound calls. Assist clients through online chat and digital channels, accurately recording their needs in our online systems. Recommend appropriate insurance products and build a personal sales pipeline to meet monthly, quarterly, and annual sales targets. Support marketing campaigns and share customer insights to improve product offerings. This role offers flexible scheduling between 8:00 am and 8:00 pm EST, Monday through Saturday, with sponsorship for LLQP licensing education. Join a global financial services team dedicated to digital innovation and customer-centric growth.
Required Qualifications
- Strong communication skills—both written and verbal—with excellent active listening skills
- A positive, team‐oriented attitude and a genuine focus on customer experience
- Motivation to meet sales targets and build a career with strong earning potential
- Comfort working in both open office environments and from home
- A natural ability to connect with people, understand their needs, and guide conversations
- Attention to detail when gathering information, analyzing needs, and offering solutions
- Must be available for shifts between 8:00 am - 8:00 pm EST, Monday to Friday and 10:00 am-5:00 pm EST on Saturdays
Desired Qualifications
- You're a natural problem‐solver who can communicate comfortably with different types of clients to help guide them to the right solution
- You're confident navigating multiple screens or systems at once, and you're eager to learn new tools (experience with MS Outlook, Salesforce, or other web‐based systems is a plus)
- Experience in telephone sales or a call‐center environment is helpful, but not required
- Previous exposure to insurance—especially Accident & Sickness or Life Insurance—is considered an asset
- A post‐secondary degree is great to have, but equivalent work or volunteer experience is also strongly considered
- Familiarity with Salesforce or another CRM platform is an advantage, but we'll support your learning if you're new to it
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