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Remote Sales & Appointment Setter - Insurance Brokerage


Décryptage du poste par Postule AI

About Montreal Life Financial Group

Montreal Life Financial Group is a dynamic insurance brokerage firm based in Montreal specializing in personalized insurance and investment solutions. We offer comprehensive personal insurance products along with investment options including RRSPs and TFSAs, serving as brokers for all major Canadian financial institutions.

Main Responsibilities

  • Conduct outbound calling and prospecting to generate new business opportunities
  • Qualify leads and generate interest through effective phone communication
  • Book appointments for advisors with interested prospects and business owners
  • Follow up with prospects to maintain engagement and advance sales pipeline
  • Manage call activity and pipeline to meet performance targets
  • Follow proven sales scripts and systems to ensure consistency

Required Profile

  • Strong English communication skills with comfort speaking on the phone
  • Motivated, disciplined, and outgoing personality
  • Sales, call center, or customer-facing experience preferred
  • Ability to work remotely without direct supervision
  • Coachable mindset willing to follow proven processes
  • Long-term career growth orientation

Cette description d'emploi a pu être reformatée par Postule pour améliorer sa lisibilité et sa présentation. Le contenu et les informations restent fidèles à l'offre d'emploi originale. .