Personal Lines Sales Broker (AB) - Leads Provided
Jobgether
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Personal Lines Sales Broker (AB) – Leads Provided based in Canada. As an Experienced Personal Lines Sales Broker, you will play a key role in helping Canadian customers find insurance solutions that meet their individual needs. You will manage incoming sales leads, provide competitive quotes, and guide prospective clients through the process of selecting appropriate auto and home insurance coverage. Working within a fully remote insurance brokerage environment, you will combine your industry expertise with strong sales and relationship-building skills to deliver an outstanding customer experience. You will be responsible for converting qualified leads into new business while identifying opportunities to increase customer value through cross-selling and upselling. This role is ideal for a motivated insurance professional who enjoys working toward ambitious sales targets and thrives in a fast-paced environment. You will also have the opportunity to contribute to the growth of an expanding brokerage while developing your professional career. Accountabilities: - Manage incoming sales leads and provide accurate, competitive insurance quotes to prospective customers in a timely and professional manner. - Develop new business opportunities by leveraging provided leads, existing professional networks, and customer relationships. - Build trust and establish strong relationships with prospective clients by understanding their insurance needs, preferences, and financial objectives. - Recommend appropriate personal lines insurance products, including home and auto coverage, based on each customer's individual circumstances. - Clearly explain available coverage options, policy features, benefits, and limitations to help customers make informed decisions. - Drive sales conversions by effectively managing the sales process, addressing customer questions, overcoming objections, and closing new business. - Consistently work toward and achieve established sales targets and performance objectives.
- Identify cross-selling and upselling opportunities to increase customer value and provide more comprehensive insurance solutions. - Deliver an exceptional customer experience through responsive communication, personalized recommendations, and professional service. - Ensure all insurance recommendations and sales activities comply with applicable underwriting criteria and guidelines established by brokerage partners. - Manage multiple customer interactions and sales opportunities simultaneously while maintaining accuracy, efficiency, and attention to detail. - Contribute to the continued growth and success of the insurance brokerage through a proactive, results-driven approach. Requirements: - Valid Alberta Level 2 General Insurance License is required. - A British Columbia Level 1 or Level 2 General Insurance License is considered an asset. - At least 1 year of experience in personal lines insurance sales, with a proven track record of achieving strong sales results. - Solid knowledge of personal lines insurance products, particularly home and auto insurance. - Demonstrated ability to generate new business, convert sales leads, and consistently meet or exceed sales targets. - Strong interpersonal and relationship-building skills, with the ability to quickly establish trust and understand customer needs. - Excellent sales, negotiation, persuasion, and closing skills. - Customer-focused mindset with the ability to recommend appropriate insurance coverage and clearly communicate policy details. - Independent, ambitious, competitive, and highly motivated to achieve individual and team objectives. - Ability to thrive in a fast-paced, performance-driven environment while maintaining a positive and professional attitude.
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