Life Insurance Representative - Desjardins Agent Team Member
Location: Windsor/Essex
Type: Full Time
Position Overview:
Are you passionate about building meaningful relationships within your community and helping individuals, families, and business owners protect what matters most?
As a Life Insurance Representative, you will play a key role in delivering exceptional client service and fostering long-term relationships. You will serve as a trusted point of contact for clients, assisting with their insurance needs, providing guidance on coverage options, and ensuring a positive customer experience at every interaction. This role is ideal for someone who enjoys helping others, building rapport, and supporting clients through important life events and insurance decisions.
Salary Range: $42,000 - $60,000
Responsibilities:
- Develop leads, schedule appointments, identify client needs, and recommend appropriate life insurance and living benefits solutions.
- Conduct needs-based conversations to help clients understand their insurance and financial protection options.
- Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding policy coverage, eligibility, policy changes, beneficiary updates, claims, and billing questions.
- Build and maintain strong relationships with individuals, families, and business owners through regular follow-up and policy reviews.
- Educate clients on the importance of life insurance, income protection, and financial security planning.
- Generate new business opportunities through referrals, networking, community involvement, and proactive outreach.
- Work with the agent to establish and achieve sales and marketing goals.
- Maintain accurate client records and ensure all recommendations align with clients' needs and objective
Requirements:
- Life License preferred (or willingness to obtain licensing).
- A genuine passion for helping people protect their families and financial future.
- Experience in relationship management, customer service, sales, business development, insurance, or financial services.
- Strong networking and interpersonal skills with the ability to build trust quickly.
- Excellent communication skills, including active listening and consultative conversations.
- Ability to identify protection needs and recommend tailored life insurance solutions.
- Self-motivated, proactive, and goal-oriented mindset.
- Strong organizational and time management skills.
- Comfortable presenting solutions to individuals, families, and business owners.
- Previous life insurance, employee benefits, insurance, or financial services experience is considered an asset.
Why Join Us?
- Opportunity to make a meaningful difference in the lives of clients, families, and local businesses.
- Build a rewarding career focused on protecting clients' financial futures through trusted relationships.
- Grow your professional network through community involvement and local partnerships.
- Access to ongoing training, coaching, licensing support, and professional development opportunities.
You will be part of a supportive team dedicated to helping clients protect what matters most and achieve long-term financial securityYou will be hired to work at The Personal Insurance Company ("The Personal") for a period of up to 60 days to allow you to complete training and licensing. If training and licensing are successfully completed, you will be considered for employment with an independent contractor Desjardins Agent.
We welcome applications from people with disabilities. Accommodations are available upon request for applicants in all aspects of the recruitment process.
