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Licensed Insurance Advisor

Role overview

Qualifications

  • Provincial Life and Accident Sickness licenses; licensed in Quebec is mandatory
  • Prior experience working in a call center is preferred
  • Proven sales background
  • Fully bilingual in English and French in both verbal and written communication

Responsibilities

  • Provide advice and needs analysis, and complete sales applications
  • Accurately record prospect feedback in an online system
  • Meet sales targets and quality measures on a monthly, quarterly and annual basis
  • Regularly communicate with prospects and clients through both verbal and written modes of communication

Key facts

Other skills

  • Sales
  • Communication
  • Teamwork

About the company

Foresters Financial logo

Foresters Financial

Insurance

Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Dedicated to its members’ well-being, Foresters offers a suite of member benefits and is redefining the conventional life insurance model, bringing improved financial security and overall wellness to everyday North American families. Foresters recently merged with Canada Protection Plan to become a leading life insurance distributor in Canada. Foresters Financial is the trade name for The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. For 23 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best.

Company details

Company typeLarge
IndustryInsurance
Company size1001 - 5000

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Job description

Career Opportunity

Role Title

Licensed Insurance Advisor

Purpose of role

The Licensed Insurance Advisor is responsible for selling life and critical illness insurance to consumers. Identifying client needs, providing information, answering inquiries, submitting applications, while maintaining a high level of compliance.

Job Description

Key Responsibilities

  • Provide advice and needs analysis, and complete sales applications
  • Accurately record prospect feedback in an online system
  • Meet sales targets and quality measures on a monthly, quarterly and annual basis
  • Regularly communicate with prospects and clients through both verbal and written modes of communication
  • Support various marketing and/or sponsor campaigns
  • Sell and service life insurance products sold by Canada Protection Plan
  • Continue to keep life insurance licensing in good standing
  • Other duties as required

Key Qualifications

  • Provincial Life and Accident & Sickness licenses; licensed in Quebec is mandatory
  • Prior experience working in a call center is preferred
  • Proven sales background
  • Able and willing to follow scripts and regulations
  • Fully bilingual in English and French in both verbal and written communication
  • Ability to work independently and within a team
  • Post-secondary school graduate or equivalent

#LI-Remote

Starting Salary:

$40,000.00

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email accommodations@foresters.com in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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