Licensed Insurance Advisor
About The Position
As a Licensed Insurance Advisor, you’ll help individuals and families choose Health & Dental, Travel, and Life Insurance solutions that fit their needs—all while developing strong sales, communication, and customer experience skills. You’ll work with customers already waiting to speak with you (no cold calling!) and be part of a supportive team that provides training, coaching, and continuous learning opportunities. No LLQP license yet? No problem. If you're motivated and ready to learn, we’ll sponsor your Harmonized LLQP education—covering the accredited course, exam, and licensing fees—so you’re fully prepared before your start date. We are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10:00 am-5:00 pm EST on Saturdays, offering shifts within these windows.
Requirements
- Strong communication skills—both written and verbal—with excellent active listening skills
- A positive, team‑oriented attitude and a genuine focus on customer experience – one of our key values is ‘Obsess about Customers’
- 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
Nice To Haves
- 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
Responsibilities
- Support new clients by handling inbound calls about Health & Dental, Travel, and Life Insurance
- Connect with customers who have already expressed interest through outbound calls
- Assist clients through online chat and digital channels
- Learn to understand client needs and recommend the right insurance solutions
- Record client details and needs accurately using our online systems
- Work toward monthly, quarterly, and annual sales and quality goals
- Build strong customer relationships and develop your personal sales pipeline
- Support marketing and sponsor campaigns
- Share customer insights to help improve our products and processes
Benefits
- health
- dental
- mental health
- vision
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
