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Job Post Details

Insurance Advisor - Sales - job post

Onlia Insurance
Toronto, ON M5C 1B5•Hybrid work
$55,000–$65,000 a year - Full-time

Job details

Pay

  • $55,000–$65,000 a year

Job type

  • Full-time

Location

Toronto, ON M5C 1B5•Hybrid work

Benefits

Pulled from the full job description

  • Life insurance
  • Employee assistance program
  • Disability insurance
  • Extended health care

Full job description

Onlia Insurance is an innovative omni-channel insurance offering that believes in changing the way Canadians experience insurance. Our mission is to bring clarity to insurance while simplifying the relationship between a consumer and their insurance provider. We believe in using technology to streamline the purchase process while still being there to provide our clients with reliable and personable support over the phone when they need it Since launching in 2018, we’ve grown and evolved into a brokerage where our customers first approach and in-depth personal lines insurance knowledge has made us a go-to for anyone looking for insurance coverage they can count on. We’re looking for professionals who want to connect with potential customers and improve their insurance experience as much as we do.

We are a member of the Southampton Group of Companies. Southampton Financial Inc. is fusing expertise, innovation, and a relentless commitment to excellence. We are here to disrupt insurance in Canada and are building a team of heavy hitters to make that a reality. We work collaboratively in a fast-paced and agile environment. Every member of our team is empowered to take ownership of their role, and to assist in the build of a best-in-class experience for our customers.

We’re seeking a motivated Insurance Advisor - Sales to drive new business growth and deliver exceptional client service in a fast-paced brokerage environment. You’ll manage a high volume of inbound calls and online leads, closing sales over the phone, while consistently meeting or exceeding monthly sales targets.

This role focuses on understanding client needs, recommending appropriate coverage with integrity, and ensuring compliance with underwriting guidelines. You’ll also identify cross-sell and upsell opportunities, collaborate closely with insurance underwriters, and stay current on insurer products and portals through ongoing training.

This is a full-time position, Monday to Friday. The role is open to candidates across Canada. At Onlia Insurance, you’ll have the opportunity to grow your sales career, make a direct impact on business results, and be supported by a team that values performance, professionalism, and continuous development.

Key Accountabilities:

1. Continuously drive performance to meet and exceed monthly sales targets.

2. Respond to a high volume of online opportunities, incoming calls, and new leads on a daily basis.

3. Proactively follow up on leads, partial quotes, and pending opportunities to maximize conversion.

4. Close sales through telephone and online leads in a timely and professional manner.

5. Respond to client requests and inquiries promptly, providing a high level of customer service.

6. Analyze client needs, counsel, and recommend appropriate coverage with the highest level of integrity.

7. Ensure adherence to internal and external underwriting rules, regulations, and procedures.

8. Provide cross-sell and upsell recommendations to existing clientele.

9. Collect expiry dates on other lines of business from existing clients to support retention and growth.

10. Maintain an in-depth understanding of insurance providers’ underwriting rules, product features, and benefits.

11. Demonstrate proficiency in using various insurer company portals.

12. Respond to insurance company underwriters accurately and in a timely manner.

13. Actively participate in training initiatives to stay current on products, systems, and industry requirements.

Qualifications and Competencies:

  • · Post-secondary education and / or equivalent on the job experience
  • · Minimum of 3 years’ experience in insurance broker sales (home and Auto) with proven track records (including both inbound and outbound call center)
  • · RIBO licensed is required
  • · Excellent verbal and written communication skills
  • · Proficiency with computer applications – SalesForce and Compuquote
  • · High level of integrity and excellent work ethic
  • · Demonstrate effective sales skills through needs-based selling and asking for the sale
  • · High energy results oriented individual with proven track record in sales
  • · Ability to work in fast-paced and challenging environment
  • · Ability to prioritize and manage conflicting demands independently
  • · Ability to work individually as well as part of a team

Perks

  • · hybrid or remote work depending on proximity to the head office
  • · combination of vacation, personal & wellness days - your well being matters to us!
  • · comprehensive health benefits
  • weekly/monthlyperformance bonus program

WORKING AT ONLIA INSURANCE

At Onlia Insurance, we believe diverse perspectives fuel innovation and progress. We welcome and encourage applications from individuals of all ethnicities, genders, ages, and abilities, including those from equity-seeking groups that have been historically underrepresented in finance, insurance, and business.

Accessibility accommodations are available upon request for candidates taking part in all aspects of the selection process. If you have suggestions for how we can improve our hiring processes to make them more accessible and inclusive, please contact us at inquiries@shfi.ca.

Pay: $55,000.00-$65,000.00 per year

Benefits:

  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance

Experience:

  • Personal Lines Insurance Sales: 2 years (required)

Licence/Certification:

  • RIBO License (required)

Work Location: Hybrid remote in Toronto, ON M5C 1B5

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