Recruit AI is seeking a dedicated and professional Senior Account Executive with at least two years of full cycle sales experience to join our team. This role is ideal for individuals who want to develop into trusted consultants rather than employ high-pressure sales tactics. The Senior Account Executive will engage with pre-qualified prospects who have expressed interest in Canadian life insurance options. The successful candidate will manage every aspect of the sales process, from initial consultation through closing and follow-up, ensuring clients receive tailored, needs-based life insurance solutions. While previous life insurance experience is not required, strong sales skills and a consultative approach are essential.
This position emphasizes building long-term client relationships by understanding each clients financial situation, priorities, and protection needs. The Senior Account Executive works closely with management and support teams to ensure all applications are accurate, compliant, and complete. Comprehensive training and ongoing coaching are provided to enhance product knowledge and sales effectiveness. This role does not involve cold calling or the management of a team, focusing instead on consultative selling and maintaining detailed CRM records to track client interactions and follow-ups.
Responsibilities
Conduct scheduled consultations with prospective clients to understand their individual needs and goals.
Manage the full sales cycle including needs analysis, solution presentation, objection handling, application completion, closing, and post-sale follow-up.
Analyze clients financial situations, budgets, and priorities to recommend appropriate life insurance products.
Utilize a consultative selling approach to build trust and explain coverage options clearly and professionally.
Handle client questions and objections patiently and empathetically to facilitate informed decision-making.
Complete and submit client applications with precision and efficiency, ensuring accuracy and regulatory compliance.
Maintain thorough and up-to-date client information within the Customer Relationship Management (CRM) system.
Collaborate closely with management and verification teams to ensure application completeness and compliance with company policies.
Participate in ongoing product training, sales coaching, and call reviews to continually improve sales performance and product knowledge.
Consistently follow up with clients to provide exceptional post-sale service and foster long-term client relationships.
Support company sales goals by contributing to commission-based sales targets and taking advantage of performance incentives.
These responsibilities aim to develop a trusted advisor role, focusing on customer satisfaction, clear communication, and ethical sales practices to support the companys mission and growth objectives.