Sandy Chen Financial Inc. is an insurance and investment solution provider associated with Co-operators. Our mission is to help local Canadians achieve secured financial future and live life confidently through financial planning. The Associate Insurance Agent is a key player in the support and development of the agency operation primarily through the sales and service of Co-operators personal lines products (Auto, Home, Commercial and Life insurance) and may provide some basic support for additional product lines.
We also provide opportunities for career advancement, you'll be offered training and support to gradually evolve into more senior role, including Commercial specialist, Wealth and Life specialist, and certified financial planner (CFP).
What are you responsible for:
- Sell & promote property & casualty (Auto, Home, Commercial) and Life insurance, follow proper underwriting guidelines to achieve profitable growth of the Agency.
- Advise and recommend coverages and policies that best meet client needs.
- Prospect, cross sell and provide referrals for other products.
- Provide client services, build & maintain client relationship and achieve client satisfaction.
- Meet work performance requirements and achieve personal sales & client service goals.
To be successful, you have/are:
- Attention to details and eager to learn new skills and knowledge.
- Strong communication and people skills.
- Effective time management and ability to focus & prioritize tasks in a busy work environment.
- Effective team player and provide support to other peers.
- Self-motivated to be successful and strive to exceed expectation.
To join our team:
-
General Insurance License (other than life) required
, or be able to obtain in 1 month.
- 1-2 year insurance sales or other sales experience is preferred.
-
Fluent in English required, ?????????.
- You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
- College diploma or university degree in a related field.
- Valid driver's license and owned vehicle is an asset.
- Life license (LLQP) or Mutual fund license preferred.
What we offer:
- Industry-leading training and development opportunities for career growth and advancement.
- Salary + commission + bonus. 50-80K/year
- Paid time off (vacation + personal/sick days)
- Employee benefits program (health & dental) + Life & Disability Insurance
Join us as an Insurance Agent and take your career to new heights while helping clients secure their futures!
Job Type: Full-time
Pay: $50,000.00-$80,000.00 per year
Additional pay:
Bonus pay
Commission pay
Benefits:
Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Paid time off
Vision care
Schedule:
Monday to Friday
Ability to commute/relocate:
North York, ON M2K 1G4: reliably commute or plan to relocate before starting work (required)
Language:
Mandarin (required)
Licence/Certification:
OTL license (preferred)
LLQP license (preferred)
Work Location: In person
Expected start date: 2025-09-02
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