WHO WE ARE
Greenstone Financial Services was founded in 2007 and quickly become a leading distributor of direct-to-consumer insurance solutions in Australia, New Zealand and now Canada. Backed by majority shareholders Ontario Teacher’s Pension Plan (OTPP) and Caisse de Dépôt et Placement du Québec (CDPQ), we've expanded into the Canadian market, introducing affordable, high-quality insurance products.
Our commitment to data-driven decision-making and a continually evolving product offering reflects our dedication to meeting the ever-changing needs of our customers. Renowned for award-winning customer service, we leverage technology and analytics to design, administer, market, and distribute a variety of insurance products in collaboration with the world’s most trusted underwriters. Join us in shaping the future of insurance.
PURPOSE OF THE ROLE
Lead and inspire a team of Sales Agents and Insurance Representatives on a day-to-day basis to ensure that their performance meets customer and business expectations, through daily training, motivating, coaching and driving positive customer outcomes. Undertake a range of ad hoc tasks and responsibilities as delegated from time to time by your manager.
KEY ACCOUNTABILITIES
The following aspects of this role are indicative only and in no way limit the Company in allocating additional accountabilities (specific tasks, projects or related activities) to the employee, within the scope of the employee’s level of competence, experience, knowledge and qualification.
Leadership / Results and People Management
- Provide support, coaching and mentoring to Sales Agents and Insurance Representatives
- Identify coaching opportunities for all team members and develop accordingly
- Identify growth potential and develop employees within their role
- Identify growth potential and develop employees for various opportunities
- Provide direction to team on a daily basis
- Ensure all new team members are correctly inducted into the team
- Run monthly team meetings and ad hoc workshops
- Ensure that compliance rules are followed at all times
- Ensure that the customer engagement rules are followed at all times
- Listen to calls and provide relevant and regular coaching to all team members
- Effectively utilise in-house coaching framework and apply to all coaching conversations
- Adhere to and meet individual KPIs / objectives and contribute to business and team KPIs / Objectives
- Contribute to the team using appropriate methods and interpersonal styles to ensure successful outcomes and the attainment of business objectives
- Uphold and strengthen the Company’s values and ensure adherence to business rules
- Possess an intimate knowledge of teams’ daily results
- Set team goals that align with business objectives
- Review daily stats and reporting and action any developmental opportunities
- Follow-up on agent QA error and compliance standards
- Complete assigned projects as directed
- Drive a high preforming professional and compliant sales team
- Complete required formal reviews within required timeframes e.g. probation reviews, 121s, performance reviews
- Ensure morning minutes are delivered to the team on a daily basis
- Support the recruitment of new team members in conjunction with talent acquisition partners
- Build a high performance, high energy professional culture
Various ad hoc Duties
- Ensure all mentoring and development feedback is documented and stored in appropriate files
- Manage complaints as needed and complete complaints process
- Conduct regular QA spot checks in line with QA agreements
- Maintain a detailed understanding of associated systems, products, processes and procedures
- Assist in managing call queues
- Any ad hoc duties as required by manager
POSITION REQUIREMENTS
Essential
- LLQP (Ontario minimum other jurisdictions highly regarded) or ability to obtain
- Minimum 2-3 year of people management experience
- 5+ years of experience in a relevant discipline or equivalent knowledge and skills gained through extensive practical experience
- Proven capability to achieve sales results through guidance, coaching and mentoring
- Previous experience within a sales and customer service environment
- Demonstrated ability to lead a group of people to achieve targets and positive customer outcomes
- Demonstrated ability to drive motivation and innovative thinking
- Excellent communication skills
- Consistently demonstrating the Company’s values
- Highly developed interpersonal skills
- Eagerness and ability to embrace and implement regular feedback
- Confident, positive and a passion for sales
- Dynamic individual with high energy
- Understanding of coaching model/s and proven success through there implementation
BENEFITS
That's why you can expect to be rewarded for the hard work you put in through job satisfaction, career development and the fantastic range of benefits we offer:
What's in it for you?
- Funded Induction product training and on-going coaching and support
- 4 weeks' vacation leave per year
- 10 Sick days
- Hybrid role (3 days in office 2 days working-from-home)
- 100% employer paid health benefits
- $500 Health spending account
- Parental leave top-up
- 5% RRSP matching
- Growth opportunities
- Will pay for memberships and renewals/ongoing licensing costs for relevant provinces
- Free weekly lunches and more!
Apply Now
If this role interests you, we would love to hear from you!
