Life and Wealth Insurance Advisor III

Step into a rewarding role with The Co-operators as an Associate Insurance Advisor III, specializing in inbound sales and service for life and wealth products. Maximize client satisfaction and insurance coverage. In this role, your efforts will support agency operations by focusing on the growth and service of life and wealth insurance lines. Your ability to advise on coverage options, conduct risk assessments, and actively prospect will greatly impact client experiences. Working evenings and weekends may be part of your schedule as you achieve personal sales goals while enhancing agency performance. Key Responsibilities:

• Manage inbound sales and ensure service excellence
• Offer clients tailored coverage recommendations
• Actively identify needs for additional products
• Perform risk assessments per established guidelines
• Handle client issues efficiently and effectively

Requirements:

• At least 2 years of relevant insurance experience
• Must possess a general insurance license
• Familiarity with insurance products and underwriting a plus
• Valid driver’s license necessary for client interactions
• Completion of required background checks

Your proactive approach will help you succeed, building the foundation for a thriving career at The Co-operators. #J-18808-Ljbffr