First seen by our source: 4 hours ago
Sales Specialist
@ Desjardins Insurance
Innisfil, Ontario
SIGNALS
Overview
Desjardins Insurance Agents is hiring a full-time, on-site Sales Specialist in Innisfil, ON, to deliver auto, home, life, health and business insurance to new and existing clients. The work covers needs-based product presentation, client onboarding, lead follow-up, inbound and outbound calls, meetings, and policy changes and renewals. The posting requires provincial insurance licensing, or eligibility to obtain it, and no schedule or pay is stated.
Responsibilities:
- Identify client needs and present insurance products
- Follow up on leads and conduct calls and meetings
- Support clients through application and onboarding
- Handle policy changes and renewals
- Maintain accurate records in agency systems
Requirements summary:
- Insurance, financial services or retail sales experience
- Provincial insurance licensing or eligibility to obtain it
- Strong communication and customer service skills
- Solid sales skills including negotiation and closing
- Comfort with CRM and office software
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins Insurance
| Field | Value |
|---|---|
| Open jobs on Jobsy | 4 |
Job description
Company Description Desjardins Insurance Agents is part of Desjardins Group, the largest cooperative financial group in Canada, offering a wide range of insurance and savings solutions. Through Certas Home and Auto Insurance Company and Desjardins Financial Security Life Assurance Company, the organization provides auto, home, life, health, and business insurance for individuals and businesses. Agents operate in Ontario, Alberta, and New Brunswick, helping clients choose coverage that fits their unique needs and protects their families, property, and enterprises. The company is known for caring support and strong expertise when unexpected events occur, helping clients recover and move forward. Desjardins Insurance Agents were formerly known as State Farm Canada, reflecting a long-standing presence in the Canadian market.
Role Description The Sales Specialist is a full-time, on-site role based in Innisfil, ON, focused on delivering insurance and financial solutions to new and existing clients. Day-to-day responsibilities include identifying customer needs, presenting appropriate auto, home, life, health, and business insurance products, and supporting clients through the application and onboarding process. The Sales Specialist will follow up on leads, conduct outbound and inbound calls, schedule and hold client meetings, and maintain accurate records in the agency’s systems. The role also involves providing ongoing customer service, handling policy changes and renewals, and collaborating with the team to meet sales targets and service standards. The Sales Specialist may assist in local marketing initiatives and participate in training and development activities to stay current on products, regulations, and best practices.
Qualifications
Role Description The Sales Specialist is a full-time, on-site role based in Innisfil, ON, focused on delivering insurance and financial solutions to new and existing clients. Day-to-day responsibilities include identifying customer needs, presenting appropriate auto, home, life, health, and business insurance products, and supporting clients through the application and onboarding process. The Sales Specialist will follow up on leads, conduct outbound and inbound calls, schedule and hold client meetings, and maintain accurate records in the agency’s systems. The role also involves providing ongoing customer service, handling policy changes and renewals, and collaborating with the team to meet sales targets and service standards. The Sales Specialist may assist in local marketing initiatives and participate in training and development activities to stay current on products, regulations, and best practices.
Qualifications
- Candidates should possess strong Communication skills, including clear verbal and written communication and active listening.
- Candidates should possess excellent Customer Service skills, with a focus on empathy, responsiveness, and relationship building.
- Candidates should possess solid Sales skills, including prospecting, needs-based selling, negotiation, and closing.
- Candidates should possess abilities related to Training and Sales Management, such as mentoring team members and contributing to sales processes and practices.
- Relevant qualifications include prior experience in insurance, financial services, or retail sales; completion of required provincial licensing for insurance (or eligibility to obtain); and comfort working with CRM and office software tools.
- Additional beneficial qualifications include strong organizational skills, attention to detail, goal orientation, and the ability to work effectively in an on-site, team-focused environment.
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