At Heartland Mutual Insurance, we're more than just a company -- we're a community.
Proudly rooted in Ontario and Nova Scotia, we're driven by a bold vision: to be the Best Mutual. Our team of passionate professionals doesn't just follow the norm -- we challenge it. We think differently, aim high, and deliver on our promise with a personal touch.
Here, you'll be part of a culture that values authenticity, embraces change, and empowers you to make a meaningful impact every day. Together, we bring our purpose to life by living our values and putting people first.
Team Lead - Direct Sales - Thamesford, Ontario
What you'll do...
Implement a sales and retention strategy with our advisors
Meet regularly with the Advisors and Direct Sales Representatives to discuss sales topics, company initiatives, and identify sales opportunities.
Produce and share monthly sales reports with the advisors
Find new advisors and distribution opportunities
Provide support to advisors in terms of business development and to add value to our distribution networks
Provide and apply detailed technical knowledge in conjunction with advisor sales process
Manage your own book of business by being clients main point of contact for service as well as seeking opportunities to grow your book
Act as mentor to advisors as they develop in their role
Support corporate financial plan through achievement of new business production targets
What you'll bring...
Post Secondary education in a related field
5 years experience in property & casualty insurance
Excellent organization and communication skills
Must have an OTL agent license or the ability to obtain within 60 days of hire (assistance provided)
Familiarity with PowerBroker or other Industry Management Systems is an asset
This position requires the successful candidate to visit clients and to have a valid driver's licence. The successful candidate would have to provide proof that s/he has a valid driver's licence upon being hired
Prior experience working in a sales office is an asset
If you have the qualifications we are seeking and would thrive in a work environment where you are valued and respected, please apply on the company website. Accommodation is available on request for candidates taking part in all aspects of the selection process.
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