Life Insurance Agent
- Vaughan, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
About Us
CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.
Who We Are
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Position Details
What You Will Do
The Licensed Insurance Agent will be responsible for deciphering life insurance needs and providing insurance plans to meet client needs. They will also guide clients through the application process, stay up to date on all products offered by represented companies, and accurately record and update client interactions and sales activities.
Please note that we may use AI tools to help us through the recruitment process.
Our Commitment
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs
CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.
Who We Are
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
- Work-life harmony with access to an award-winning holistic wellness program,
- Continuous learning through our robust corporate curriculum and education reimbursement program,
- Incredible rewards, travel incentives, and product and service discounts,
- Pay-for-performance and best-in-class recognition programs, and
- Competitive benefits that include a defined contribution plan, personal spending account, and so much more.
Position Details
What You Will Do
The Licensed Insurance Agent will be responsible for deciphering life insurance needs and providing insurance plans to meet client needs. They will also guide clients through the application process, stay up to date on all products offered by represented companies, and accurately record and update client interactions and sales activities.
- Prepare and format life and health quotes for client review
- Handle client objections and concerns accordingly
- Ensure sales activities adhere to company policies, industry, and legal regulations
- Monitor sales funnel for efficient follow ups and conversion rates
- Post-secondary education in Business Administration, Finance or a related field
- Must have Insurance License and LLQP Designation
- Experience in a previous Sales role
- Experience selling life insurance is required
- Competitive total compensation and benefits package
- Annual shared success program based on performance
- Annual merit increases based on performance
- DC Pension Plan with a matching contribution component
- Complimentary CAA Membership
Please note that we may use AI tools to help us through the recruitment process.
Our Commitment
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs
More about this job
Responsibilities
Assess clients’ life insurance needs and recommend suitable plans, prepare life and health insurance quotes, and guide clients through the application process. Address client concerns, maintain accurate records of interactions and sales activities, keep current on represented products, and manage follow-ups while ensuring compliance with company policies and applicable regulations.
Requirements
Post-secondary education in Business Administration, Finance, or a related field is required, along with an insurance license and LLQP designation. Candidates must have prior sales experience, including experience selling life insurance.
Skills
- Life Insurance Sales
- Insurance Needs Assessment
- Life And Health Insurance Quoting
- Client Consultation
- Application Guidance
- Objection Handling
- Sales Funnel Management
- Follow-Up
- Sales Conversion
- Sales Activity Documentation
- Regulatory Compliance
- Product Knowledge
Benefits
- Holistic Wellness Program
- Education Reimbursement
- Travel Incentives
- Product And Service Discounts
- Performance-Based Recognition
- Competitive Benefits Package
- Personal Spending Account
- Annual Shared Success Program
- Annual Merit Increases
- Complimentary CAA Membership
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
- Customer Service & Support
Keywords
- Life Insurance
- Health Insurance
- Insurance Agent
- Insurance License
- LLQP Designation
- Life Insurance Sales
- Sales
- Business Administration
- Finance
- Client Needs Assessment
- Insurance Plans
- Life And Health Quotes
- Client Applications
- Objection Handling
- Sales Funnel
- Follow-Up
- Conversion Rates
- Client Interaction Records
- Sales Activity Tracking
- Insurance Products
- Company Policies
- Industry Regulations
- Legal Compliance
- Customer Experience