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Sales Assistant jobs in Toronto, ON

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    • Minimum of 3 years in individual Disability and Life insurance sales administration.
    • Preparation of proposals for our senior sales advisors, compiling various…
    • Achieve dealership goals for parts and accessory sales, counter tickets processed, and sales per repair order.
    • Employment Type: Full-time, Permanent.
    • Assist the sales and marketing teams in analyzing new trends in consumer habits and general market shifts to maximize sales opportunities.
    • As a Customer Service Sales Associate, you will play a key role in driving our business forward by connecting with customers, understanding their needs, and…
    • No life insurance sales experience required!
    • Proven experience Customer service or sales will set you up for success.
    • As a Customer Service Sales Associate, you will play an important role in supporting customers, guiding conversations, and helping individuals find solutions…
    • Processing sales transactions and sales contracts, as well as returns and exchanges.
    • All sales staff will receive 1.5% of sales as commission..
    • Collaborate with teammates to reach shared sales goals.
    • Follow up with interested customers to help close the sale.
    • Willingness to take coaching and apply it.
    • Structured sales and product training.
    • Real estate or mortgage sales.
    • Coachable and willing to follow a proven sales process.
    • Pre-booked in-home appointments.
    • Maximize capsule, accessories and machines sales in the boutique;
    • Maximize guest frequency, sales and acquisition of new customer in the boutique;
    • Please note that bilingual candidates are preferred - English & Spanish/Cantonese/Arabic..
    • Annual Earnings: Typically ranging from $45,000 to $70,000+*,…
    • Annual Earnings: Typically ranging from $45,000 to $70,000+, including hourly rate plus uncapped commissions (The lower end reflects new team members during…
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    • 4 years of sales experience.
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    • Bonus if you’re familiar with Mailchimp, FUB, Canva and other realtor systems to provide sales support when needed.
    • Have excellent attention to detail..
    • Responsibilities of the Customer Service Sales Associates:*.
    • Engage with customers and prospective clients face to face through genuine and personalised…
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Job Post Details

Individual Life & DI Insurance Client Service - job post

The Insurance Advisory Group Inc.
Toronto, ON M5E 1J8
$65,000–$75,000 a year - Permanent, Full-time
Responded to 75% or more applications in the past 30 days, typically within 3 days.

Job details

Pay

  • $65,000–$75,000 a year

Job type

  • Permanent
  • Full-time

Location

Toronto, ON M5E 1J8

Benefits

Pulled from the full job description

  • Paid time off
  • Vision care
  • Dental care
  • Life insurance
  • Disability insurance
  • Extended health care

Full job description

Life & DI Insurance Client Services Rep – Individual Insurance Brokerage

General Summary

The Insurance Advisory Group Inc. (IAG) is a national firm providing individual Life, Disability and Critical Illness coverage to high net worth individuals and major corporations.
Reporting to the company’s Operations Manager in our Toronto office, you will be responsible for servicing personal and corporate Life, Disability and Critical Illness insurance programs, perform general administrative tasks and complete business processing in our Toronto office. Note, this is not a remote position.

Essential Functions

  • Client service for professional brokerage firm’s Corporate clients
  • Provide Microsoft Office suite and database (Equisoft-Kronos) support
  • Prepare client proposals, renewal reports and correspondence
  • Maintain correspondence and computerized data files.
  • Perform clerical tasks, i.e., filing, copying and scanning as needed
  • Answer routine client inquiries.
  • Process new business applications and underwriting follow up

Detailed Job Description

Responsibilities:

- Prepare and analyze renewal reports for corporate Disability insurance programs

- Prepare general correspondence for clients, i.e., plan administrators, HR, CFOs, etc.

- Coordinate with MGA staff to ensure policies are issued efficiently

- Preparation of proposals for our senior sales advisors, compiling various Word, Excel and PDF documents in a professional manner

- Use industry quotation software to prepare basic Disability, Life and Critical Illness proposals

- Database information input

- Conduct review of existing client information

- Contact clients to update files and database

- Respond to client inquiries

- Follow-up on applications and contracts with MGA

Qualifications Required

- Life insurance licensed (LLQP) in the Province of Ontario is an asset

- Minimum of 3 years in individual Disability and Life insurance sales administration

- Life and corporate Disability insurance product knowledge

- Proficient in Microsoft office suite (Excel, Word, PPT, Outlook), Database software (Equisoft- Kronos an asset) and PDF software

- Strong organizational and customer service skills catering to corporate clients

- Bilingual (French) – would be an asset, but not required

The primary responsibilities will be to provide client service support to sales staff through the preparation of proposals, processing of renewals, the creation and maintenance of both physical and electronic files, including the entry into the company's database in a timely manner. You are required to comply with compliance standards as established by IAG.

What IAG offers:
Salary, commensurate with experience and licensing status, $65K - $75K plus benefits, 4 weeks vacation annually, convenient downtown Toronto office location near transit and many other perks!

Job Types: Full-time, Permanent

Pay: $65,000.00-$75,000.00 per year

Benefits:

  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care

Experience:

  • individual Life & DI insurance client service: 3 years (required)

Work Location: In person

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