Licensed Insurance Associate Jobs

Knowledge, Skills & Abilities Required For Success

Presenting the value of our pet insurance policies and emphasizing the benefits they offer, rather than focusing solely on the price.

Collaborating with the sales team and management to meet and exceed sales targets and objectives.

Minimum of 2 years experience in a sales and/or customer service role.

Excellent communication skills with a customer-centric approach.

Proficiency in basic computer applications and data entry.

Report on Salesforce opportunities, activity management and sales results

Related post-secondary education (i.e. business, economics, psychology, sociology, etc.)

LLQP or financial services experience is an asset

Prepare for and help execute special events and campaigns

Implement operational and sales support tactics

Facilitate weekly team meetings with your sales partners to work on sales growth initiatives

Strong analytical skills, with a deep understanding of financial statements and accounting concepts, as well economic concepts.

Strong Excel/Word/PowerPoint and database application skills.

Background in corporate credit analysis and/or knowledge of insurance industry is a plus, but not required

Solid communication skills, verbal and written

More than 3 years working in a financial industry setting

MBA and/or CFA is a plus, but not required

Management experience is an asset

Provide consultations to clients via zoom to assess their financial needs and offer expert advice

Comply with all company's risk and regulatory standards, policies, and controls Required Skills:

Creative thinking and problem-solving skills in a fast-paced environment

Excellent communication and relationship-building skills

Real estate experience or possession of a real estate license is an asset but not required for hire

Offer the appropriate products based on clients' needs;

Minimum of 3 years of experience

Analyze, understand and identify the risks/needs of current and prospective clients;

Provide a timely and professional customer service to the clients we insure;

Negotiate renewals and process modifications of insured clients’ contracts ;

Explain coverages in a simplified way;

You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What You Need To Know

Assist in vendor communication and relationship management

Broader work or accountabilities may be assigned as needed

Strong working knowledge of Microsoft Office Suite

Excellent verbal and written communication skills

2+ years of insurance industry experience

Extended health care and dental benefits

Financial Associates with Experior Financial Group are trained to ensure compliance with finance regulations and company policies.

**This is a commission-only position**

Experior Financial Group is looking for a Financial Associate, Canada-wide.

Complies with all the company's risk and regulatory standards, policies, and controls.

*You can think creatively and solve problems in a fast-paced environment.

*You are caring, reliable, and have a servant attitude.