Personal Lines Sales Broker (BC/AB) - Leads Provided
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Key details
- Location
- Canada
- Work style
- Remote
- Level
- Entry level
- Job type
- Full-time
- Experience
- 1–4 yrs
- Function
- Sales & Solutions
- Focus area
- other
- Posted
- 9h ago
Skills
About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Personal Lines Sales Broker (BC/AB) – Leads Provided based in Canada.
As an Experienced Personal Lines Sales Broker, you will play a key role in helping Canadian customers find the right home and auto insurance solutions for their individual needs. You will manage incoming leads, provide tailored insurance quotes, and guide prospective clients through the sales process from initial contact to policy conversion. Working within a fast-growing insurance brokerage, you will combine your industry expertise, sales capabilities, and customer relationship skills to deliver an outstanding client experience. You will identify opportunities to generate new business, maximize customer value, and achieve ambitious sales targets. With access to provided leads and the flexibility of a fully remote position, you will have the opportunity to focus on building relationships and growing your portfolio. This is an exciting opportunity for a motivated insurance professional looking to develop their career in a dynamic, performance-driven environment.
Accountabilities:
- Manage incoming sales leads and respond promptly to prospective customers with accurate, competitive personal insurance quotes.
- Generate new business through a combination of company-provided leads, existing professional networks, and proactive sales activities.
- Build strong relationships with prospective clients by understanding their individual insurance needs, financial priorities, and coverage requirements.
- Guide customers through the insurance purchasing process, providing clear explanations and personalized recommendations.
- Recommend appropriate home and auto insurance coverage options based on each customer's circumstances and protection needs.
- Identify cross-selling and upselling opportunities to increase customer value and expand business opportunities.
- Drive sales conversions by applying effective negotiation and closing techniques while maintaining a customer-focused approach.
- Consistently work toward and achieve individual sales targets and performance objectives.
- Ensure all insurance recommendations and transactions comply with underwriting criteria and guidelines established by brokerage partners.
- Manage multiple customer inquiries and sales opportunities simultaneously while maintaining high standards of service and efficiency.
- Valid Alberta Level 2 General Insurance License is required.
- 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 demonstrated track record of achieving strong sales results.
- Solid understanding of personal insurance products, particularly home and auto insurance policies, coverage options, and underwriting requirements.
- Strong sales, negotiation, and closing skills, with the ability to convert leads into new business.
- Excellent interpersonal and communication skills, with the ability to quickly establish trust and build lasting customer relationships.
- Customer-oriented mindset and the ability to understand individual needs and recommend suitable insurance solutions.
- Self-motivated, ambitious, and competitive, with a strong drive to achieve and exceed sales targets.
- Ability to thrive in a fast-paced, performance-driven environment and adapt to changing priorities.
- Strong organizational and time-management skills, with the ability to multitask, prioritize activities, and manage a high volume of leads.
- Positive attitude, resilience, and a proactive approach to problem-solving and business development.
- Interest in professional growth and contributing to the continued expansion of a successful insurance brokerage.
- Legal authorization to work in Canada.
- Fully remote work: Enjoy the flexibility of working remotely from anywhere in Canada.
- Provided sales leads: Access company-generated leads to help build your pipeline and focus on converting prospective customers.
- Growth opportunities: Join a rapidly expanding insurance brokerage with opportunities for professional development and career progression.
- Performance-driven environment: Benefit from a sales-focused culture where individual achievements and results are valued.
- Business development: Grow your client portfolio through a combination of provided leads and your existing professional network.
- Industry exposure: Develop your expertise in personal lines insurance while working with a broad range of customer needs.
- Collaborative team: Work alongside professionals in a dynamic environment that encourages ambition, initiative, and continuous improvement.
- Inclusive workplace: Benefit from an accessible recruitment process, with accommodations available for candidates with disabilities upon request.