Personal Lines Sales Broker

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Ratehub.ca

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

💸 Finance

💳 Fintech

🏪 Marketplace

💰 $12M Series A on 2018-01

Finance • Fintech • Marketplace

Ratehub. ca is a Canadian online platform that provides a comprehensive suite of financial comparison tools and services. It helps Canadians compare and find the best rates for mortgages, credit cards, savings accounts, investments, and various insurance products. With a focus on transparency and education, Ratehub. ca offers calculators and resources to guide consumers in making informed financial decisions. The platform has won multiple awards for its excellence in mortgage brokerage, having funded over $16 billion in mortgages. Ratehub. ca partners with financial institutions and is compensated through advertisements and customer referrals, although not all listed products are tied to compensation.

📋 Description

• Manage leads and provide quotes to prospective clients in a timely manner. • Generate new business through existing networks and given leads. • Excellent interpersonal skills, ability to quickly build trust and effectively understand customers’ needs and requirements, must be strong in closing and meeting sales target. • Identify opportunities to drive customer value with cross selling/up selling. • Recommend and explain coverages based on individual customer needs. • Adhere to underwriting criteria set out by broker partners.

🎯 Requirements

• RIBO licensed with 1+ year of personal lines insurance sales experience. • Brokerage experience is not required but an asset. • Ability to work Tuesday - Friday, 12pm-8pm EST and Saturday 9pm-5pm EST is a bonus, but not required. • Experience with Applied Epic would be an asset. • Highly sales driven - with the numbers to prove it! • Independent, ambitious and competitive. • Thrives in a fast-paced environment. • Positive attitude. • Looking to grow with a rapidly expanding company. • Strong ability to multitask, prioritise, and manage time effectively.

🏖️ Benefits

• Ratehub welcomes and encourages applications from people with disabilities. • Accommodations are available upon request for candidates taking part in all aspects of the selection process.