ZipRecruiter

Log In

1

Associate Insurance Advisor Jobs in Tottenham, ON

Td

Estate Planning Associate (Insurance)

Toronto, ON

CA$52K - CA$74K/yr

Deliver ongoing insurance sales support to all advisors within region * Keep the TDWISI Sale ... Channels informed and up-to-date about the status/progress of projects and/or all relevant or ...

next page

Showing results 1-20

All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in Tottenham, ON

Associate Insurance Advisor information

What does an associate insurance advisor do?

An Associate Insurance Advisor helps clients understand and select insurance policies that best fit their needs, such as life, health, auto, or home insurance. They assess clients' financial situations, provide information on different insurance options, and assist with policy applications and claims. Additionally, they may help with policy renewals, answer client questions, and ensure compliance with insurance regulations. Their role is both advisory and sales-oriented, requiring strong communication and customer service skills.

How does an associate insurance advisor typically collaborate with senior advisors and other team members?

Associate Insurance Advisors often work closely with senior advisors, underwriters, and customer service representatives to deliver comprehensive solutions to clients. They assist in preparing policy proposals, conducting client research, and ensuring accurate documentation. Regular meetings and open communication with the team are essential, as associates frequently support senior advisors in client meetings and follow-ups, helping to foster a collaborative environment that ensures clients receive tailored coverage and excellent service.

What are the key skills and qualifications needed to thrive as an associate insurance advisor, and why are they important?

To thrive as an Associate Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and typically a relevant license such as a provincial insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and underwriting systems is also important. Strong interpersonal skills, attention to detail, and effective communication help build trust and rapport with clients. These competencies are crucial for accurately addressing client needs, ensuring regulatory compliance, and driving business growth.

What is the difference between Associate Insurance Advisor vs Insurance Agent?

AspectAssociate Insurance AdvisorInsurance Agent
CredentialsTypically requires licensing and some industry certificationsRequires licensing; certifications vary by region
Work EnvironmentOften works in insurance firms, assisting clients and advisorsWorks independently or for agencies, selling policies directly
Employer & Industry UsageCommonly employed in insurance companies and brokeragesEmployed by agencies or independently selling policies
Search & Comparison IntentPeople compare to understand entry-level roles assisting advisorsPeople compare to understand direct sales roles and licensing

The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.

What is the minimum qualification for becoming an associate insurance advisor?

To become an associate insurance advisor, candidates typically need a high school diploma or equivalent. Some employers may prefer or require relevant coursework or prior experience in insurance or sales, and obtaining industry certifications can enhance job prospects.

What cities near Tottenham, ON are hiring for Associate Insurance Advisor jobs?

Cities near Tottenham, ON with the most Associate Insurance Advisor job openings:

Associate Insurance Advisor jobs near you

Insurance Advisor

Angus, ON

Aleem Ravji Insurance and Financial Services
See more jobs at Aleem Ravji Insurance and Financial Servicesexternal

CA$60K/yr

Full-time, Contractor

PTO

Re-posted 22 days ago

Key responsibilities

  • Provide customers with tailored insurance solutions and guidance to meet their needs.

  • Deliver inbound and outbound advice, service, and sales related to insurance products and services.

  • Develop leads, schedule appointments, identify customer needs, and market appropriate insurance products.

Job description

Insurance Advisor - Desjardins Agent Team Member

Location: Barrie, On
Type: Full Time

Position Overview:

Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered yes to these questions, working for a Desjardins Agent may be the career for you!

Desjardins is the largest cooperative financial group in Canada, and one of the largest employers in the country.

Everyday is an adventure and you will be there to help your community and clients achieve their goals and protect their families with tailored solutions that are unique to their individual needs. 

Your role with a Desjardins Agent is crucial to Desjardins success as our clients are at the heart of everything we do. You'll support clients for all of their insurance needs, through inbound and outbound calls, digital channels.

An opportunity for you to grow, learn and lead, you'll be supported in your professional development and encouraged to grow a rewarding, succesful career with us. 

Responsibilities:

With each conversation you will be playing a key role in the clients happiness and representing the Desjardins brand. you will:  

  • Provide customers with the best solutions and offer advanced guidance and expertise on how Desjardins products can help them meet their Insurance needs now and in the future.
  • Deliver outstanding inbound and/or outbound advice and service and/or sales for transactions related to Insurance products and services with an aim to provide complete and correct solutions the first time.
  • Act as a process/product expert to play a key role in addressing customer concerns should they arrive and, be accountable for problem solving and/or raising matters to the appropriate people.
  • Work towards achieving set goals while being an ambassador for innovation by offering exemplary experiences and trusted advice.
  • Work effectively as a team, use and learn from each other's knowledge and support your co-workers to resolve customer issues.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Work with the agent to establish and meet marketing goals.

Bring your best and have fun! This is your chance to make an impact and define your career! Embrace the challenge and make meaningul contributions that help deliver results, achieve a rewarding career and support our clients! 

You are the voice of Desjardins! Every interaction makes a difference in the lives of our clients! 

Requirements:

  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Successful track record of meeting sales goals/quotas preferred
  • Excellent interpersonal skills 
  • Excellent communication skills - written, verbal and listening
  • Proactive in problem-solving
  • Dedicated to customer service
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Are passionate, engaging and have a desire to consistently and compassionately deliver superior customer experience
  • Property & Casualty license (preferred/must be able to obtain) 
    • We will help successful candidates obtain licensing

Training will be provided for approved candidates.

Competitive compensation package with salary, uncapped commission, vacation and personal days, benefits. (Expected earnings: $60,000+)

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees

We welcome applications from people with disabilities. Accommodations are available upon request for applicants in all aspects of the recruitment process