Senior Sales Specialist

Co-operatorsMississauga, ON
CA$65,562 - CA$109,270Hybrid

About The Position

The Sr. Sales specialist is a multi-faceted role focused on selling life insurance products and services while supporting the sales team. This position acts as the first point of contact for escalated client issues, ensuring efficient and responsive service to enhance the overall client experience and increase sales numbers. Additionally, the role involves meeting individual sales targets, with an expectation of higher performance levels than of a Sales specialist. In addition, the role may provide support to group pension members through client education, retirement-related inquiries, and referral opportunities, while maintaining a primary focus on life insurance sales and sales support.

Requirements

  • 6-9 years of experience in the individual life insurance industry.
  • LLQP license.
  • Strong communication skills to multitask and manage numerous priorities in a fast-paced environment.
  • Strong sales mindset with expert knowledge of individual life products, pricing, contract, guidelines, standards, system capabilities, administrative practices and service offering.
  • Working knowledge of life insurance product/services, pension regulations and market trends.

Nice To Haves

  • A license in IFIC or CSC would be considered an asset.

Responsibilities

  • Generating new business by consulting with potential inbound clients to provide insurance planning services, including assessing their insurance and pension related inquiries.
  • Develop, document, and implement standard procedures for all aspects of sales process and/or province, communicate changes to the team.
  • Develop and implement sales strategies, decide on approaches to prospecting, lead generation and sales pitches to maximize conversion.
  • Effectively evaluate the client needs by conducting a needs analysis, provide a tailored insurance proposal and recommendations based on client’s unique needs and financial situations. Make decision on the types of policies to offer, premium options and coverage amounts.
  • Participate in up-sell/cross-sell referrals program for individual life insurance clients to strengthen relationships, support retention efforts, and identify additional products or services aligned with clients’ evolving needs. Continuous learning on industry trends, products, and sales techniques.
  • Build and nurture client relationships with minimal supervision. Make decisions on how to engage with clients, handle their concerns, and provide exceptional sales service.

Benefits

  • Training and development opportunities to grow your career.
  • Flexible work options and paid time off to support your personal and family needs.
  • A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
  • Paid volunteer days to give back to your community.
  • Competitive salary and incentive programs.
  • Comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
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