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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales techniques and customer engagement, with a strong focus on pet insurance policies. Proven ability to handle objections, guide customers through enrollment, and achieve sales targets while maintaining a customer-centric approach.
Highest-signal resume keywords
Active Provincial General/P&C Insurance LicenseConsultative Sales TechniquesCustomer-Centric CommunicationObjection HandlingSales Target Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryEnrollment ProcessingInsurance Policy KnowledgeSales TechniquesCustomer Needs Assessment
Soft Skills
Excellent CommunicationActive ListeningEmpathyAdaptabilityPositive Attitude
Tools & Technologies
Basic Computer Applications
Certifications & Qualifications
General Insurance LicenseOTL General Insurance Agent LicenseGeneral Level 1 License
Industry Keywords
Pet InsuranceInsurance IndustrySales RoleCustomer EngagementEnrollment Techniques
About the role
Key responsibilities & impact- Answer inbound warm leads from potential customers interested in pet insurance policies
- Use a consultative sales style to understand customer needs and tailor insurance solutions
- Present the value and benefits of pet insurance policies
- Set the agenda during calls to maintain call control and guide conversations toward enrollment
- Provide information about policies and coverage options
- Answer customer questions and objections
- Overcome objections and concerns with confidence and empathy
- Guide customers through enrollment using assumptive closing techniques
- Accurately enroll pets in policies and collect and document required information
- Assist current members by phone and email
- Collaborate with sales team and management to meet or exceed sales targets and objectives
Requirements
What you’ll need- Active provincial General/P&C Insurance license, such as an OTL General Insurance Agent license, General Level 1 license, or equivalent, depending on province of residence
- Eligible for license reciprocity in additional jurisdictions, excluding Québec
- Minimum of 2 years' experience in a sales role
- Excellent communication skills with a customer-centric approach
- Ability to actively listen, understand customer needs, and provide appropriate solutions
- Familiarity with the insurance industry, particularly pet insurance, is a plus
- Strong ability to handle objections and turn them into opportunities
- Proven track record of achieving or surpassing sales targets and productivity expectations
- Positive attitude, adaptability, and willingness to learn and grow within the role
- Proficiency in basic computer applications and data entry
- Weekend availability required
- Ability to work rotating 8-hour shifts, 5 days per week, across a range of Pacific Time shift times
- Must be licensed to sell insurance in Canada and the province of current residence
Benefits
Comp & perks- Uncapped monthly bonuses based on individual performance
- Restricted Stock Units granted to all new team members, vesting over 4 years
- Employer-paid extended health coverage for you and your family
- RRSP, pension, etc. registration through Wealthsimple
- Four weeks of paid time off
- 11 paid float holidays
- Five weeks of paid sabbatical after five years of employment
- Employer-paid medical insurance for one pet (cat or dog)
- Paid time off to volunteer at nonprofit organizations
- Open, casual, pet-friendly, and fun work environment
- Flexible workplace with remote work option from anywhere in Canada
