Personal Lines Sales Broker (AB) - Leads Provided

Accountabilities: • Manage incoming sales leads and provide accurate, competitive insurance quotes to prospective customers in a timely and professional manner.

• Develop new business opportunities by leveraging provided leads, existing professional networks, and customer relationships.

• Build trust and establish strong relationships with prospective clients by understanding their insurance needs, preferences, and financial objectives.

• Recommend appropriate personal lines insurance products, including home and auto coverage, based on each customer's individual circumstances.

• Clearly explain available coverage options, policy features, benefits, and limitations to help customers make informed decisions.

• Drive sales conversions by effectively managing the sales process, addressing customer questions, overcoming objections, and closing new business.

• Consistently work toward and achieve established sales targets and performance objectives.

• Identify cross-selling and upselling opportunities to increase customer value and provide more comprehensive insurance solutions.

• Deliver an exceptional customer experience through responsive communication, personalized recommendations, and professional service.

• Ensure all insurance recommendations and sales activities comply with applicable underwriting criteria and guidelines established by brokerage partners.

• Manage multiple customer interactions and sales opportunities simultaneously while maintaining accuracy, efficiency, and attention to detail.

• Contribute to the continued growth and success of the insurance brokerage through a proactive, results-driven approach.

Requirements:

• Valid Alberta Level 2 General Insurance License is required.

• A 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 proven track record of achieving strong sales results.

• Solid knowledge of personal lines insurance products, particularly home and auto insurance.

• Demonstrated ability to generate new business, convert sales leads, and consistently meet or exceed sales targets.

• Strong interpersonal and relationship-building skills, with the ability to quickly establish trust and understand customer needs.

• Excellent sales, negotiation, persuasion, and closing skills.

• Customer-focused mindset with the ability to recommend appropriate insurance coverage and clearly communicate policy details.

• Independent, ambitious, competitive, and highly motivated to achieve individual and team objectives.

• Ability to thrive in a fast-paced, performance-driven environment while maintaining a positive and professional attitude.

• Strong multitasking, organizational, and time management skills, with the ability to prioritize competing responsibilities effectively.

• Adaptability and enthusiasm for working within a growing organization, with a genuine interest in long-term professional development.

• Excellent verbal and written communication skills and the ability to manage customer interactions confidently in a remote environment.

Benefits:

• Fully remote work: Enjoy the flexibility of working remotely as part of a distributed insurance sales team.

• Qualified leads provided: Access company-generated leads, allowing you to focus on customer relationships, quoting, and closing sales.

• Sales-driven opportunity: Benefit from an environment where performance, business development, and achieving sales targets are valued.

• Career growth: Join a rapidly expanding insurance brokerage with opportunities to develop your expertise and advance professionally.

• Professional development: Strengthen your insurance knowledge, sales capabilities, and customer relationship management skills.

• Dynamic environment: Work alongside motivated professionals in a fast-paced and collaborative insurance team.

• Meaningful customer impact: Help Canadians make informed insurance decisions and find coverage suited to their needs.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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