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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills and a customer-focused approach to understand client needs and recommend suitable insurance solutions. Proven ability to meet sales targets while building customer relationships and maintaining attention to detail in client interactions.
Highest-signal resume keywords
Strong Written And Verbal Communication SkillsCustomer Experience FocusSales Target MotivationHarmonized LLQP LicenseExperience With Salesforce
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance SolutionsSales Pipeline DevelopmentClient Needs AnalysisTelephone SalesAccident And Sickness InsuranceLife Insurance
Soft Skills
Active ListeningTeam-Oriented AttitudeAttention To DetailAbility To Connect With People
Tools & Technologies
MS OutlookSalesforceWeb-Based SystemsCRM Platforms
Certifications & Qualifications
Harmonized LLQP License
Industry Keywords
Health InsuranceDental InsuranceTravel InsuranceLife InsuranceCustomer Insights
About the role
Key responsibilities & impact- Handle inbound calls from new clients about Health & Dental, Travel, and Life Insurance
- Connect with interested customers through outbound calls
- Assist clients through online chat and digital channels
- Understand client needs and recommend suitable insurance solutions
- Accurately record client details and needs using online systems
- Work toward monthly, quarterly, and annual sales and quality goals
- Build customer relationships and develop a personal sales pipeline
- Support marketing and sponsor campaigns
- Share customer insights to improve products and processes
Requirements
What you’ll need- Strong written and verbal communication skills with excellent active listening
- Positive, team-oriented attitude and strong customer experience focus
- Motivation to meet sales targets and build a career with strong earning potential
- Comfort working in open office environments and from home
- Ability to connect with people, understand their needs, and guide conversations
- Attention to detail when gathering information, analyzing needs, and offering solutions
- Willingness to obtain the Harmonized LLQP license through sponsored education, examination, and licensing fees
- Experience with MS Outlook, Salesforce, or other web-based systems is a plus
- Telephone sales or call-center experience is helpful but not required
- Previous exposure to Accident & Sickness or Life Insurance is an asset
- Post-secondary degree is preferred, with equivalent work or volunteer experience strongly considered
- Familiarity with Salesforce or another CRM platform is an advantage
Benefits
Comp & perks- Harmonized LLQP education sponsorship, including the accredited course, exam, and licensing fees
- Training, coaching, and continuous learning opportunities
- Flexible work environment
- Health, dental, mental health, and vision benefits
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension and global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive compensation tied to business and individual performance