Sales Advisor - Toronto, Canada - Pineapple Financial Inc.

Pineapple Financial Inc.

Verified Company

Toronto, Canada

7 hours ago

Posted by:

Sophia Lee

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Description

Title:
Sales Advisor - Insurance

Salary:
$40,000 - $50,000 + Sales Commission

Full-Time

Are you a passionate person looking to become part of a rapidly growing financial tech-focused organization where you can gain, build, and grow your sales and customer management skills?

As a licensed advisor, you'll be the first point of contact for our network and their customers seeking information on life insurance.

Through our tools and systems, you will support the customer through a well-designed process within our proprietary software - from initial assessment to delivered policies.

Referral leads are provided.

This is a 'high volume' position due to the nature of our model.

You will be provided training, support and mentorship in a fast-paced family-oriented environment while offering opportunities for growth and advancement while building a rewarding career within Pineapple.

Responsibilities include, but are not limited to:

Quote and sell life and health insurance
Create internal relationships with the network to generate additional insurance leads
Follow sales process and utilize internal systems and tools
Assess the needs of the customer
Regular presentations
Identify and make recommendations for additional life and health solutions
Achieve sales targets, SLA's and KPI's

Required Qualifications and Skills:

Must hold a valid life license (LLQP) in Ontario with a good standing
Excellent in communication & critical thinking skills
Technical skills required; Salesforce, Google Workspace, Microsoft Office, etc.
A coachable team player who shares knowledge and insights with peers
Positive, strongminded, honest, organized, customer focused and resourceful individual
Motivated, honest & prioritizes integrity
A great communicator listening is integral to 'amazing communication'
Looking for a career change while staying in the insurance industry
An individual who enjoys work and is performanceoriented