Individual Insurance Sales Representative

Job summary

Sell individual insurance products to mid-to-high net worth individuals through face-to-face meetings, prospecting, referrals, and networking. Research prospects’ financial situations, build client relationships, generate leads, manage sales through closure, and achieve revenue goals.

Job details

The incumbent will focus on selling individual insurance products to mid-to-high net worth individuals primarily through face-to-face meetings and networking with various sources through direct prospecting, cultivation of external referral sources and creative networking with key influencers. The incumbent is responsible for identifying and building high-quality client relationships within the target market. The Sales Representative researches prospects financial picture to develop an informed perspective on individual prospect and/or client situations and possible needs in order to determine how to best provide service as well as to use as a vehicle for selling products which will preserve and grow our clients wealth. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Desired Skills And Experience The incumbent should possess 2+ years of related experience, preferably in financial services. Successful candidates must have demonstrated a track record of sales success by achieving production goals. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect’s advisors. Undergraduate degree or equivalent experience is preferred. The selected candidate will be expected to obtain and maintain appropriate licenses as required by provincial/federal and Stem policies. This is a Toronto based position. Please email your resume and a cover letter to careers@stemcapital.com.

What you’ll do

Sell individual insurance products to mid-to-high net worth individuals through face-to-face meetings, prospecting, referrals, and networking. Research prospects’ financial situations, build client relationships, generate leads, manage sales through closure, and achieve revenue goals.

Requirements

Candidates should have at least two years of related experience, preferably in financial services, and a demonstrated record of meeting sales production goals. An undergraduate degree or equivalent experience is preferred, and the successful candidate must obtain and maintain applicable licenses.

Listed skills

• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Individual Insurance Sales
• Prospecting
• Client Relationship Building
• Networking
• Referral Source Development
• Financial Analysis
• Needs Assessment
• Sales Process Management
• Lead Generation
• Revenue Goal Achievement
• Wealth Preservation
• Wealth Growth

Job areas

• Sales
• Finance & Accounting