Telemarketer

Job description

PolicyAdvisor.com is an exciting, early-stage insurtech startup that is transforming the way Canadians buy insurance. We've built a digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's insurance industry.

With a compelling vision, proven management team, and significant seed funding, PolicyAdvisor.com brings innovation and disruption to the rapidly evolving insurtech space. Since launching in Q2-2019 we've helped countless Canadians get the coverage they need; we're going to help even more in 2024 and beyond.

Are you ready to help spread the word about PolicyAdvisor.com and get more Canadians covered?

Job Description:

. Initiate outbound calls to prospective customers to generate leads and promote various insurance products.

· Actively seek out and generate leads through various channels such as cold calling, referrals, networking, and other sales and marketing strategies

· Booking calls on behalf of advisor with potential customer

· Speaking to clients to understand their financial goals, needs, and concerns in order to recommend suitable life insurance products.

· Present persuasive sales pitches to encourage customers to purchase insurance policies.

· Assess the needs and requirements of potential customers to determine if they are qualified leads.

· Maintain accurate and detailed records of customer interactions, including call notes and relevant information.

· Follow up with potential customers who have shown interest but have not yet made a purchase, aiming to convert leads into sales.

· Meet or exceed sales targets and quotas set by the company.

· Adhere to all regulatory guidelines and company policies while conducting sales calls.

· Provide excellent customer service, address customer concerns, and ensure customer satisfaction.

· Good to have a thorough understanding of the insurance products offered by the company, including coverage details, benefits, and pricing.

· Acquire and maintain in-depth knowledge of the company's life insurance policies, annuities, and other financial products to effectively explain features, benefits, and options to clients.

Qualifications:

· Previous experience in telesales or insurance sales may be preferred.

· Excellent verbal and written communication skills to effectively articulate complex insurance concepts and build rapport with clients.

· Proven track record in sales, with a focus on consultative selling and the ability to close deals.

· Basic understanding of financial planning concepts and the ability to provide basic financial advice.

· Customer-Centric Approach: A customer-focused mindset, demonstrating empathy and the ability to put the client's needs first.

· Flexibility to adapt to changing market conditions, products, and sales strategies.

· Ability to handle rejection and persist in pursuing sales opportunities.

· Adhere to ethical standards and comply with industry regulations in all client interactions.

· Work collaboratively with other team members, including support staff and management, to achieve collective sales goals.

· Basic computer skills for navigating customer relationship management (CRM) systems, sales tools, and other relevant software.

. Life insurance broker license or LLQP will be an asset but not mandatory

Salary and Benefits

PolicyAdvisor is a fast-growing company and presents an excellent chance to assume a leadership role. We expect massive growth over the next few years which will provide significant opportunities for advancement.

Highly competitive base salary with attractive performance-based sales bonuses.

Competitive health benefits

Diverse, open-minded coworkers. New ideas are encouraged as we continually enhance the insurance-buying experience and make protection products accessible for all Canadians

Job Types: Full-time/Part Time

Salary: $40,000.00 per year

Job Location- Oakville (Hybrid)

Benefits:

• Casual dress

• Company events

• Dental care

• Extended health care

• Life insurance

• Paid time off

• Vision care

• Work from home

Job Types: Full-time, Part-time

Pay: From $40,000.00 per year

Expected hours: 40 per week

Benefits:

• Dental care
• Extended health care
• Flexible schedule
• Paid time off
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• Evening shift
• Monday to Friday
• Morning shift

Supplemental pay types:

• Bonus pay
• Commission pay

Education:

• Bachelor's Degree (required)

Experience:

• Cold calling: 1 year (required)
• Call center: 1 year (required)

Work Location: Hybrid remote in Oakville, ON L6H 6P5