Sales Liaison Person

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients’ unique needs. As the Sales Liaison Person you will work in a collaborative team environment to support the sales of Property and Casualty (P&C) and Life policies. You will play an important role in the sales development process by pro-actively liaising with clients and agents and following-up with potential new clients.

How you will create impact:

• Supporting sales growth targets by connecting existing or prospective clients with agents to obtain quotes.

• Calling potential clients before their renewal dates and following-up on quotes obtained online to secure sales.

• Attending external sales events with business development teams to build a positive company brand and establish new sales leads.

• Providing administrative support to agents by scheduling and confirming appointments and completing follow-up reports.

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.

• You leverage critical thinking skills to identify problems and proactively propose solutions.

• Your strong communication skills allow you to clearly convey messages.

• You’re an effective team player who shares knowledge to support your peers.

To join our team:

• You have completed a high-school education.

• Having experience in the insurance industry, client services or sales is an asset.

What to expect:

• This role operates in a call centre environment where a high level of audio and visual concentration is required for extended periods of time.

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.

• Flexible work options to support personal and family needs.

• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.

• Volunteer opportunities to give back to your community.