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Insurance Sales Account Advisor | Bilingual

📍 Canada

Finance and Insurance Jason Ji Insurance And Financial Services Ltd.

Job Description

Insurance Sales Account Advisor Desjardins Agent Team Member

Location: Richmond Hill, Ontario

Full-Time | In-Office with Hybrid Potential

Build a Meaningful Career with Unlimited Potential Are you driven, people-focused, and passionate about helping others? Join a top-performing Desjardins Agency and take your career to the next level as an Insurance Sales Account Advisor. This is more than a job – it’s a career with real growth, great earning potential, and the chance to make a meaningful impact on the lives of our clients every day.

We’re looking for an energetic, motivated professional who thrives in a fast-paced environment and is ready to grow with a successful, award-winning agency.

What You’ll Do

Engage with warm leads from existing clients, inbound calls, and online inquiries

Identify customer needs and recommend tailored insurance and financial solutions

Handle policy updates, billing questions, claims support, and general inquiries with care

Build lasting client relationships through value-based conversations and exceptional service

Collaborate with the team to meet individual and agency marketing goals

Attend networking events and conduct light outbound follow-up with cold and x-date leads

What You Bring

Sales experience (inside/outside, retail, or customer service) preferred

Proven success in meeting sales goals or quotas

Excellent communication skills – verbal, written, and active listening (Languages: English, Mandarin and Cantonese would be an asset).

Strong interpersonal skills and a passion for customer service

Licensed (or willing to become licensed) in Property & Casualty (OTL/RIBO)

Highly organized, proactive, and solution-focused

Why Join Our Team?

Be part of a supportive and high-performing team of 7, with experience ranging from 2 to 15+ years

Work with an Agent who has been assisting clients since 2004

Our agency offers all lines of insurance and financial services, and we’re licensed to serve all of Ontario

Join a team recognized with multiple performance awards within the Desjardins Agency Network

What’s in It for You? Compensation & Earning Potential

From $40,000 base salary during training

Commission + annual bonus

Uncapped earning potential – $60,000+ achievable with moderate performance

Perks & Benefits

Paid vacation with tenure-based increases

Paid sick days

Health and Dental benefits

Life rewards: team trips, gift cards, extra incentives

RRSP Match

Ready to Grow with Us? This is your opportunity to build a long-term, rewarding career in a respected organization where your effort is recognized and your success has no ceiling.

Apply today and take the next step toward a career where you can grow, thrive, and make a difference.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

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Ready to Apply?

Don't miss this opportunity! Apply now and join our team.

Job Details

Posted Date: March 10, 2026
Job Type: Finance and Insurance
Location: Canada
Company: Jason Ji Insurance And Financial Services Ltd.

Ready to Apply?

Don't miss this opportunity! Apply now and join our team.