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Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Montreal, QC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual is required (French/English) - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec. High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Montreal#LI-Hybrid#M-CA-IN-CM About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Quebec City, QC
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual is required (French/English) -The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Quebec#LI-Remote#M-CA-IN-CM About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Moncton, NB
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual individuals, fluent in English & FrenchHigh-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Moncton#LI-Remote#M-CA-IN-CM About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Bilingual Licensed Insurance Advisor
Manulife Financial Corporation, Ottawa, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementRemoteJob DescriptionAs a Bilingual Licensed Insurance Advisor, you are responsible for selling Health & Dental, Travel, and Life Insurance. You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing our products in a professional, effective manner.We have customers waiting to speak with you, we generate the leads. This is a unique opportunity for motivated salespeople who already hold a valid LLQP license, or who have the right skills to obtain this requirement before your start date. Manulife will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees.What will you be doing?Handling inbound calls from new clients interested in Health & Dental, Travel, and Life InsuranceMaking outbound calls to clients who have shown interest in discussing our options.Assisting clients through online chats, and other digital channelsProviding advice, discovering client needs, and offering solutions to meet those needsAccurately recording needs analysis, and other client information through an online systemMeeting sales, quality, and compliance measures on a monthly, quarterly, and annual basisBuilding rapport with clients through professional, personalized service to foster your own sales pipelineSupporting various marketing/sponsor campaignsBeing the voice of the customer by sharing their feedback with the greater team, and raising any suggestions, concerns, or feedback on how we can improveWho are we looking for?Bilingual individuals, fluent in English & FrenchHigh-energy individuals who are excellent communicators both verbally and written, and who have great active listening skillsPeople that love to obsess about customers, and thrive in an environment where they are part of a strong teamPeople who are motivated by sales targets, and who want to take control of their total earnings potentialYou can seamlessly progress between an open office environment, and working from homeYou demonstrate the ability to persuade and negotiate using a consultative sales approach over the phone or through online chatYou show strong attention to detail when gathering client information, conducting a thorough needs' analysis, offering personalized solutions, identifying sales opportunities, and closing the saleYou have proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reachedYou are comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, Salesforce, and other web-based systemsThe following would be assets for you to have:Telephone sales or call centre experienceInsurance experience dealing with Accident & Sickness, and Life InsurancePost-secondary degree: however, equivalent business experience is strongly consideredFamiliarity with Salesforce, or other CRM tool Flexibility - we are open between the hours of 8:00 am - 8:00 pm EST, Monday to Friday and 10am-5pm EST on SaturdaysWhat can we offer you? A competitive compensation package including a base salary, and a monthly performance incentive to accelerate your earnings potentialA comprehensive benefits package, including Group Benefits from day one, paid vacation, and a group RSP matching plan, and future enrollment in our Global Share Ownership PlanA dedicated 4-week training program designed to have you ready to join our sales teamA collaborative working environment which fosters friendly competitionOngoing coaching and support from your direct leader, dedicated peers, and other members of our department Our Values at ManulifeOwn it - We feel empowered making decisions and take action to deliver our missionThink big - Anything is possible. We can always find a better wayShare your humanity - We build a supportive, diverse and thriving workplaceGet it done together - We’re surrounded by an amazing team. Do it better by working togetherObsess about customers - We predict their needs and do everything in our power to satisfy themDo the right thing - We act with integrity and do what we say #Ottawa#LI-Remote#M-CA-IN-CM About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsSalary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Senior Personal Lines Advisor/Team Lead
Impact Recruitment, Vancouver, BC
Are you an experienced personal lines advisor proficient with home, condo, vacant homes, and strata policies? Do your responsibilities include: new business quotations, renewals, marketing and remarketing of policies via Aviva, Intact and Wawanesa (just to name a few)? Are you experienced with EPIC or other BMS? Are you looking to be a part of one of the fastest growing brokerages in BC? Are you nodding? This role might just be the role you are looking for! ABOUT OUR CLIENT Our client is an affiliate of an established Insurance broker servicing the Vancouver community for over a century! With a location in the heart of the city, they provide a variety of comprehensive Insurance products to their clients. From Personal Lines of Insurance to Commercial Lines of Insurance and everything in between including all types of Life Insurance; including group benefit plans, disability, and critical illness insurance. ABOUT THE OPPORTUNITY Reporting to the Owner, The Personal Lines Team Lead will play an integral role in ensuring that customer inquiries (inbound as well as outbound inquiries) pertaining to their Personal Insurance needs. The primary function of your role will be focused on Personal Lines of Insurance - Home Insurance, Vacant Policies, Renters Insurance (just to name a few) and assisting the Auto Team as needed. This role is based out of their Vancouver office and you will be working in a fast-paced environment alongside some of the most knowledgeable insurance brokers in BC. ABOUT THE POSITION As the Personal Lines Team Lead, you will be responsible for (but not limited to): Assisting walk in, telephone and electronic prospective clients regarding Personal Lines Insurance - Home Insurance, Vacant Policies, Renters Insurance (just to name a few). Train and mentor staff on all things personal lines Take part in management meetings when required Evaluating the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage). Regularly follow-up with all prospects. Proactively contacting insureds regarding renewal increases and remarketing policies as necessary. Calculating premiums and rates; apply payments and/or refunds Completing the binding, invoicing, premium collection, and file documentation of assigned accounts. Efficiently and accurately underwriting new and renewal business accordingly to company or program guidelines. Consistently providing a high level of customer service in a prompt, courteous, and professional manner. THE REQUIREMENTS Hold a Level 2 Insurance Broker license in British Columbia. Have at least 3 to 5 years of experience in the insurance industry with a minimum of 3 years as a Personal Lines Broker. Portal experience - using Intact, Aviva, Wawanesa, Premier, CanSure etc. Creative thinker - Problem solver. Familiarity with EPIC is a huge asset Past leadership experience is an asset COMPENSATION $60,000 to $70,000+ per annum. (based on experience) + commissions. Comprehensive benefits package. 2 weeks’ vacation to start (negotiable) Hybrid work is a possibility for this role Career growth and advancement. Mentorship and support. Future opportunities and training in other areas of insurance available for qualified individuals HOW TO APPLY Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Donal Byrne at: 604 689 8687 ext. 205 or email [email protected]. To learn more about our open positions, visit us at impactrecruitment.ca. ABOUT IMPACT RECRUITMENT Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across Canada. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth. The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca. Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.
Sales Advisor - Halton Region
Reliance Comfort Limited Partnership o/a Reliance Home Comfort, Burlington, ON
Home Comfort Advisor - Outside Sales LEARN, DEVELOP AND GROW - WITH RELIANCE By joining Reliance as a Home Comfort Advisor you become part of an organization that is committed to delivering exceptional experiences for our customers and will support you to be your best. This is an entrepreneurial sales person’s dream job; an opportunity to earn a great income selling home comfort products by appointment within the residential market segment, a great product/service offering, an abundance of potential clients to present to, support from our first class sales managers for everything you’ll need to complete the sale - training, coaching, marketing, advertising and technical support! This is a 100% commission role. Compensation is completely based on performance. What will you do? Present/sell company products and services to new and existing customers Resolve customer inquiries and complaints Updating and working on CRM Platform What do we offer? Competitive compensation plan - top performers earn $150,000 +/year Paid Training includes an intensive 4 weeks course on our sales process, products and ride-along with successful sales and technical team members Vast majority of appointments / leads provided by the Company (some self-generation is required) On-the-job training and defined Career Paths to advance your career A comprehensive benefits and group savings plan Generous discount on Reliance products What do you bring? Must provide proof that you are fully vaccinated as defined by the Provincial Ministry of Health Ideally possesses at least 2 years’ experience and a proven track record of successful sales experience within the business to consumer market in residential sales Self-motivated, results-driven and highly organized with excellent time management skills Possess a strong commitment to providing an excellent customer experience by providing a thorough, informative presentation that distinguishes us from our competition Commit to skill development through weekly practice/coaching sessions that are customized to improve their current skill set Possess a positive and professional presence, exceptional verbal/written communication skills Must be able to work a flexible work schedule that regularly includes evening and weekend appointments (when the customers want to meet us) Must have reliable transportation Why Reliance? Headquartered in Toronto, Reliance is the industry leader in providing home comfort solutions to over 2 million customers across North America. Reliance provides reliable home heating, cooling, hot water, water purification, electrical, plumbing & Smart Home products & services. Each day, our Team Members are dedicated and focused on delivering an outstanding customer experience, developing top talent and giving back to the communities where we live and work. Reliance is a $1 billion business with over 2,700 Team Members and growing! We are proud to be recognized by Waterstone Human Capital Ltd. as Canada's 10 Most Admired Corporate Cultures. *Location should be included online for each role *Compensation should be included for all unionized roles Reliance Home Comfort is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds including minorities and those with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Financial Planner, Prospr by Sun Life
Sun Life Financial, Toronto, ON
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Be part of a unique change!..At Sun Life Financial the client is at the center of everything we do. As a CFP Licenced Prospr Financial Planner your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new and existing clients. You are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution oriented and effective communicator, who uses active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and your professional development? Above all, you do get satisfaction and enjoyment in helping others? If so, apply or reach out to our recruiter Katy today! She's friendly, available to answer your questions and has a lot of information to share since she's been recruiting for Prospr since it was first established in 2019.Why join our Team? The reasons are as diverse as the people who work here. Here are some examples of what’s in it for you: · Work under a hybrid model where you get to balance home and life by collaborating with your peers and managers in our Sun Life offices located in downtown Toronto three times per week.· Competitive Salary and annual incentive plan · A Comprehensive benefits package which includes: -Medical, dental, life, and disability insurance -Employee matched pension plan -Stock purchase plan -3 weeks paid vacation · Licensing fees covered · The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development · The ability to be part of a new and evolving Prospr Team - you will be contributing to shaping the future of the business! · The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard Licensing Requirements: · CFP Financial planning designation required · A valid and active Life License in Ontario (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this role · Valid and active Mutual Fund License (MFDA) Reporting to the Manager, Prospr, what will you do? · Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice · Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals · Complete holistic financial planning strategies and solutions for Canadians· Provide comprehensive retirement, estate, tax, debt and investment advice· Experience working with financial planning software· Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs · Help clients be ‘retirement ready’ through the use of planning tools. · Conduct investment risk assessments and provide solutions aligned with their investment profile · Work closely with Branch Manager and support teams to stay current on product and regulatory updates · Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada · Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered · Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement What do you need to succeed? · Bachelor degree or over 2 years of relevant experience · CFP designation· Mutual Fund designation as well as sales and service experience · Insurance (LLQP) designation as well as sales and service experience · Strong knowledge and passion of retail insurance and investment products · Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec. Other requirements:· Availability on a variable schedule Monday to Friday between 8am to 8pm · Experience doing business over the phone · Excellent communication skills, both written and verbal · Strong relationship building skills · Ability to leverage digital tools to create engaging client interactions · Strong problem solving skills · Adaptable and resourcefulAssets: · Experience in blended or outbound Call Centre or telephone services· Experience using Salesforce.com for client relationship management · Sun Life Individual Insurance and Investment product knowledge **Compensation for this role typically ranges between $68 000 and $70 000When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected] Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Job Category:Sales - Client Relationship ManagementPosting End Date:19/05/2024
Advisor, Prospr by Sun Life
Sun Life Financial, Toronto, ON
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Be part of a unique change!..At Sun Life Financial the client is at the center of everything we do. As an LLQP and IFIC certified Prospr Advisor your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives. As a member of our dynamic team, you will provide holistic Life, Health and Wealth solutions for new and existing clients. You are a team player who enjoys helping Canadians meet their short and long-term financial goals. Are you a solution oriented and effective communicator, who uses active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and your professional development? Above all, you do get satisfaction and enjoyment in helping others? If so, apply or reach out to our recruiter Katy today! She's friendly, available for all your questions and has a lot of information to share since she's been recruiting for Prospr since it was first established in 2019.Why join our team under the sun? The reasons are as diverse as the people who work here. Here are some examples of what’s in it for you: Work under a hybrid model where you get to balance home and life by collaborating with your peers and managers in our Sun Life offices located in downtown Toronto three times per week.Competitive Salary and annual incentive plan A Comprehensive benefits package which includes:-Medical, dental, life, and disability insurance -Employee matched pension plan -Stock purchase plan -3 weeks paid vacation Licensing fees covered The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development The ability to be part of a new and evolving Prospr Team - you will be contributing to shaping the future of the business! The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard Licensing Requirements: • A valid and active Life License in Ontario (LLQP) or Insurance of person license in Quebec (1a), is a requirement of this role • Must have completed the CSC or IFIC course and be eligible to obtain a Mutual Funds (MFDA license to apply.Reporting to the Manager, Prospr, what will you do? • Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice • Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals • Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs • Help clients be ‘retirement ready’ through the use of planning tools. • Conduct investment risk assessments and provide solutions aligned with their investment profile • Work closely with Branch Manager and support teams to stay current on product and regulatory updates • Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada • Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered • Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement What do you need to succeed? • Bachelor degree or 2+ years of relevant experience • Valid and active Mutual Fund license, sales and service experience • Valid and active Insurance license, sales and service experience • Strong knowledge and passion of retail insurance and investment products • Experience doing business over the phone • Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices • Availability on a variable schedule Monday to Friday between 8am to 8pm • Excellent communication skills, both written and verbal • Strong relationship building skills• Strong problem solving skills • Adaptable and resourceful• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only as the position reports to a unilingual English-speaking manager outside Quebec. Assets: • CFP designation • Experience in blended or outbound Call Centre or telephone servicing • Sun Life Individual Insurance and Investment product knowledge • Experience using Salesforce.com for client relationship management • Ability to leverage digital tools to create engaging client interactions **base compensation for this role typically ranges between $60 000 and $62 000 annuallyAgain, send your questions to [email protected] When a new position becomes available which matches your background and experience, the base pay range will be disclosed and correspond to the opportunity Sun Life will consider you for.In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected] Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Job Category:Sales - Client Relationship ManagementPosting End Date:19/05/2024