Agent - Insurance and Financial Services
Location: Nova Scotia, Canada
Salary: $39,000 per year
Job Type: Full-Time
About Us:
We are a trusted provider of insurance and financial services in Nova Scotia, committed to offering comprehensive solutions to meet the diverse needs of our clients. We are seeking a motivated and customer-focused Agent to join our team and help clients navigate their insurance and financial options.
Role Overview:
As an Agent of Insurance and Financial Services, you will be responsible for assisting clients in selecting the right insurance policies and financial products to meet their needs. You will provide expert advice, handle client inquiries, and support the overall sales and service efforts of the company.
Key Responsibilities:
- Assist clients in understanding their insurance and financial services options, providing personalized recommendations based on their individual needs.
- Process new policy applications, renewals, and changes, ensuring all information is accurate and complete.
- Respond to client inquiries via phone, email, and in-person, providing clear and concise information on policies, coverage, and financial products.
- Maintain up-to-date knowledge of our products, services, and industry regulations to provide accurate advice to clients.
- Collaborate with underwriters, claims adjusters, and other team members to ensure smooth and efficient service delivery.
- Build and maintain strong relationships with clients, ensuring high levels of satisfaction and loyalty.
- Meet sales targets and contribute to the overall success of the team through effective client management and service excellence.
- Document all client interactions and maintain accurate records of transactions and communications.
Qualifications:
- Previous experience in insurance, financial services, or sales is preferred.
- Strong communication skills, both verbal and written, with a focus on customer service and relationship building.
- Proficiency in using CRM systems, sales software, and standard office applications (e.g., Microsoft Office).
- Ability to work independently and as part of a team, with a proactive approach to problem-solving and client management.
- High school diploma or equivalent; additional education or certifications in insurance, finance, or related fields are an asset.
- Strong organizational skills, with attention to detail and the ability to manage multiple tasks effectively.
- A positive attitude and willingness to learn and grow within the role.
Why Join Us?
- Competitive annual salary of $39,000.
- Opportunity to work with a respected company in the insurance and financial services industry.
- Supportive and collaborative work environment with opportunities for professional development.
- Comprehensive benefits package, including health, dental, and retirement plans.
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their qualifications and experience to [Your Contact Email] with the subject line “Agent - Insurance and Financial Services Application.”
for more info email us ;Cifig@gmail.com
