Investment & Retirement Planning Associate (Ontario)

Investment & Retirement Planning Associate (Ontario)

31 Aug
|
Royal Bank of Canada
|
Ontario

31 Aug

Royal Bank of Canada

Ontario

Job Types: Permanent, Full-Time, Monday-Friday.Midland for 35 years and continues to grow each year.We are looking for an ambitious professional to join our fun, supportive and successful tea

CA$17.60 hourly

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Insurance Advisor
Location: Midland, ON
Job Types: Permanent, Full-Time, Monday-Friday

Todd Lalonde Insurance Agency has been in business in Midland for 35 years and continues to grow each year. We are looking for an ambitious professional to join our fun, supportive and successful team environment.



As an Insurance Advisor, you will be responsible for providing exceptional customer service to current clients and providing sales support to new clients. You must be willing to learn and grow with our business, working towards individual and agency goals. A General License (OTL) will be required or be willing to obtain, along with multi-tasking skills and proficiency with phones and computers will be an asset. Training is offered in-office to allow for a successful career in the insurance industry. If you are looking for a challenging and rewarding career in the insurance industry with a locally-owned, longstanding agency, we encourage you to apply for this exciting opportunity to join our team!

Responsibilities:
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing clarification.
Contribute to team sales success through achievement of individual sales goals and through effective opportunity spotting, cross selling and referring to your team.
Work with the agent and team to establish and meet set goals.

What will make you SUCCESSFUL:
Successful track record of meeting service and sales goals/quotas preferred
Excellent time management skills, interpersonal skills and communication skills - written, verbal and listening
Proactive in problem solving and proficient in Microsoft Office: Word and Outlook
Self-motivated, goal oriented and enthusiastic
Ability to multi-task
Must have strong integrity, ethics, and adhere to regulatory compliance
OTL (Property & Casualty License) is preferred/must be able to obtain. Course and exam fees reimbursed after successful completion

Benefits of Working with Us:
Work-life balance
Growth opportunities
Community-oriented local business

We thank all applicants for their interest, however only those selected for interview will be contacted.

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📌 Investment & Retirement Planning Associate (Ontario)
🏢 Royal Bank of Canada
📍 Ontario

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