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Life Insurance Sales Representative
Maple Bay Financial Corporation. Conduct telephone consultations with life insurance prospects .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in life insurance sales, client consultation, and compliance with regulatory requirements. Proficient in utilizing CRM systems and digital sales tools to manage client relationships and enhance customer service.
Highest-signal resume keywords
Valid Life Insurance LicenseTelephone-Based SalesCRM Systems ProficiencyConsultative Sales ApproachStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Interpersonal SkillsSelf-MotivatedOrganizedTime-Management SkillsCustomer-Focused
Tools & Technologies
Digital Sales ToolsCRM Systems
Certifications & Qualifications
Life Insurance License
Industry Keywords
Life InsuranceClient ConsultationSales ExperienceRegulatory ComplianceClient Records Management
About the role
Key responsibilities & impact- Conduct telephone consultations with life insurance prospects
- Assess client needs and recommend appropriate life insurance solutions
- Present products, provide quotes, and guide clients through the application process
- Follow up with prospects and manage opportunities in the CRM
- Maintain accurate client records and provide responsive customer service
- Maintain product knowledge and comply with licensing and regulatory requirements
- Serve individuals and families through phone and digital communication
- Build consistent production and develop a client base using provided leads and digital sales tools
Requirements
What you’ll need- Valid life insurance license in a Canadian province where the company operates, excluding Prince Edward Island and Quebec
- Willingness to obtain a life insurance license with company guidance
- Strong communication and interpersonal skills
- Confidence and comfort with telephone-based sales
- Self-motivated, organized, and able to work independently
- Customer-focused with a consultative sales approach
- Comfort with CRM systems and technology
- Strong follow-up and time-management skills
- Sales experience is an asset
- Responsible for own taxes, licensing fees, and applicable business expenses
- Once licensed and appropriately authorized, able to advise clients on life insurance products
Benefits
Comp & perks- Leads provided
- 100% commission-based compensation with unlimited earnings potential based on individual performance
- Training, coaching, and mentorship
- Digital quoting platforms, online applications, CRM technology, and streamlined workflows
- Flexible schedule
- Wellness bonus based on established performance and compliance criteria
- Professional and supportive sales environment
- Independent contractor opportunity with the ability to work from home anywhere in Canada, where permitted