Job Title: Life Insurance Specialist
Job Type: Full-Time- Hybrid
Compensation: 60,000-70,000 + Commissions 
 
About our Client:  As a leading Insurance and Financial Services provider we are dedicated to helping individuals and families secure their financial future. We are committed to delivering exceptional service and personalized insurance plans that meet the unique needs of our clients.
 
Job Description: We are seeking a motivated and knowledgeable Life Insurance Specialist to join our team. The ideal candidate will have a strong understanding of life insurance products, excellent communication skills, and a passion for helping clients make informed decisions about their financial security.
 
Key Responsibilities:

Work independently and as a team to achieve sales targets and company goals specific to our life insurance products. 
Conduct both outbound and inbound prospecting 
Assess clients' financial needs and recommend appropriate life insurance products.
Provide detailed explanations of policy options, coverage, and benefits.
Assist clients in completing applications and underwriting processes.
Maintain up-to-date knowledge of industry trends and regulations.
Build and maintain strong relationships with clients to ensure ongoing satisfaction and retention.
Participating in events to create brand awareness and develop community contacts to enhance agency visibility and maximize new business opportunities.
 
Qualifications:

Proven experience as a Life Insurance Specialist or similar role.
In-depth knowledge of life insurance products and services.
Excellent communication and interpersonal skills.
Strong sales skills
Strong analytical and problem-solving abilities.
Ability to work independently and as part of a team.
 
To join our team:

You hold an active LLQP, and it is in good standing.
You have a minimum of 2 years  of life insurance sales experience.
You have your own vehicle, drivers’ licence, and insurance.
You have a post-secondary education in a related discipline.
 
What to expect:

You will travel regularly to conduct meetings, reviews with new and existing clients.
Extended work hours, including evenings and weekends may be required to meet the needs of our clients.
Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
 
Why choose us:

Competitive compensation including salary and commissions.
Benefits.
Vacation.
A hard-working dynamic team who recognizes successes and work through obstacles together. 
Hybrid working model
 

Title: Associate Financial Advisor- Mutual Fund Investment Specialist
Employment type: Full Time
Work Model: Hybrid
Salary Range: $75,000- $85,000 + commissions
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth with a primary focus on Mutual Funds. 
The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. 
What you’re responsible for:

Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
Proactively complete client reviews focusing on life and wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection, following underwriting guidelines.
Complete home, commercial and farm inspections as required.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately
What to expect:

You will travel occasionally.
You are required to have a valid driver’s license and insurance.
Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
Extended work hours, including weekends, may be required during peak periods.
This role involves direct contact with clients and/or service providers in their environment.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
 To be successful:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You build trusting relationships and provide guidance to support the development of peers.
To join our team:

You hold an active Mutual Fund Licence.
You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of two (2) years sales experience or related business or marketing experience is preferred.
Knowledge of insurance products and strong underwriting skills is an asset.
Successful completion of a post-secondary degree or diploma issued by an accredited college or university.
What we offer:

Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialists.
Specialized internal training and ongoing development support throughout your career.
Opportunities to give back to your community
A competitive compensation package and benefits program

Role: Commercial Insurance Specialist
Work Model: Hybrid
Compensation: Salary $60,000-$70,000+Commissions
Benefits: Yes
Vacation: Yes

About our client:
Our client is looking for a driven Commercial Insurance Specialist who can drive our commercial insurance business. We are looking for someone who is knowledgeable and passionate about protecting businesses and educating them on the insurance coverage available to them. 
Commercial Insurance Specialist:
 As the Commercial Insurance Specialist, you will be responsible for new client growth and expansion of the Commercial Insurance lines through outbound prospecting, client contact, networking and sales activities.
Key Accountabilities:

Conduct inbound and outbound calls to prospect and proactively build a sales pipeline,
Develop marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth of the brokerage.
Complete risk assessments and commercial inspections in accordance with underwriting guidelines.
Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.  
Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required.
Participating in events to create insurance awareness and developing, maintaining, and cultivating community contacts to enhance brokerage visibility and maximize new business opportunities.
Maintain Detailed records of all sales, communication, contacts and client activities within the broker management system
Prepare and submit applications to insurers and negotiate terms when permitted.
Adhere to insurer underwriting rules, documentation requirements, and service standards.
Liaise with underwriters regarding quotations, renewals, and amendments.
How you will succeed in this position:

You are goal driven and focused.
You enjoy networking and helping businesses understand the risk exposure and available coverages to protect them. 
You have excellent communication and time managment skills
You understand the business insurance landscape
To join our team:

You have 2-3 years of experience in commercial insurance sales and business development.
You have a post-secondary education in a related discipline.
You hold a General insurance license( OTL or RIBO)
You have or are willing to work towards the Canadian Accredited Insurance Broker (CAIB)
Knowledge of Applied Rating Service would be an asset
Knowledge of Policy works and SIGXP would be an asset
What you need to know:

You are required to have your own vehicle, valid driver’s license and insurance.
You will travel regularly. This role involves direct contact with clients and/or service providers in their environment. 
Extended work hours, including evenings and weekends may be required.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Insurance Account Manager
Location: Lindsay ON
Type: Full-Time
Salary range $50,000-$55,000+ Commissions
The Opportunity:
My client is seeking a qualified professional to join their winning team as an Insurance Account Manager. If you're a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career in Insurance that comes with growth potential.
Responsibilities:

Provide Home, Auto, and Life Insurance solutions tailored to our clients' needs.
Generate leads, schedule appointments, identify customer needs, and market appropriate products and services.
Develop and maintain relationships with centre of influences.
Collaborate with the agent to establish and achieve marketing goals.
Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing clarification.
Engage with clients and the community through social media platforms and participate in community events to enhance the company's presence.
What Will Make You Successful:

Sales experience (outbound and inbounds sales).
Customer service experience.
Successful track record of meeting sales goals/quotas preferred.
Exceptional communication skills - written, verbal, and listening.
Proactive in problem-solving.
Presentation skills preferred.
Time management skills.
To join our team:

OTL licence and willing to obtain LLQP
Post secondary education.
Proven track record of achieving or exceeding sales goals.
Customer service experience min 2 years
Excellent communication skills both written and verbal.
Ability to multitask in a fast-paced environment.
Why join us:

Compensation: Competitive compensation with Commissions
Benefits: Health and dental benefits
Growth Opportunities: encouragement to grow and advance your career. 
Ready to Make an Impact?
Join the team and help provide remarkable customer experiences while supporting one of the top insurance companies in Canada. If you’re ready to make a difference and grow your career we would love to hear from you.

Role: Commercial Insurance Specialist
Work Model: Hybrid
Compensation: Salary $60,000-$70,000+Commissions
Benefits: Yes
Vacation: Yes

About our client:
Our client is looking for a driven Commercial Insurance Specialist who can drive our commercial insurance business. We are looking for someone who is knowledgeable and passionate about protecting businesses against unforeseen risks. 
Commercial Insurance Specialist:
 As the Commercial Insurance Specialist, you will be responsible for new client growth and expansion of the Commercial Insurance lines through outbound prospecting, client contact, networking and sales activities.
Key Accountabilities:

Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth of the brokerage.
Completing risk assessments and commercial inspections in accordance with underwriting guidelines.
Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.  
Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required.
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
Maintain Detailed records of all sales, communication, contacts and client activities within the broker management system
Prepare and submit applications to insurers and negotiate terms when permitted.
Adhere to insurer underwriting rules, documentation requirements, and service standards.
Liaise with underwriters regarding quotations, renewals, and amendments.
How you will succeed:
You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.

You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.  
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions. 
To join our team:

You have 2-3 years of experience in commercial insurance sales and business development.
You have a post-secondary education in a related discipline.
You hold a General insurance license( OTL or RIBO)
You have or are willing to work towards the Canadian Accredited Insurance Broker (CAIB)
Knowledge of Applied Rating Service would be an asset
Knowledge of Policy works and SIGXP would be an asset
What you need to know:

You are required to have your own vehicle, valid driver’s license and insurance.
You will travel regularly. This role involves direct contact with clients and/or service providers in their environment. 
Extended work hours, including evenings and weekends may be required.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Job Title: Insurance Sales and Service Advisor
Compensation: Salary $50,000- $55,000 + Commissions
Work Model: In office
Location: Ajax, ON

About our client:
We are a leading insurance company committed to providing exceptional service and innovative solutions to our clients. With a long-standing reputation for excellence, we strive to simplify insurance complexities and offer peace of mind to our customers.
Job Summary:
We are seeking a highly motivated and customer-centric Insurance Sales and Service Advisor to join our dynamic team.
In this role, you will be responsible for offering tailored insurance solutions, providing outstanding service, and fostering long-term client relationships. Additionally, you will play a key role in enhancing our community engagement and social media presence.
Key Responsibilities:

Provide Home, Auto, and Life Insurance solutions tailored to client needs.
Develop leads, identify opportunities for cross-selling and upselling for various insurance products.
Schedule appointments and hold value-driven conversations with potential and existing clients.
Develop strong relationships with key COI (Center of Influences)
Deliver exceptional customer service, addressing inquiries on policies, claims, and billing with a friendly, solutions-oriented approach.
Collaborate with the Agent and team to execute marketing strategies and achieve ambitious sales goals.
Maintain detailed and accurate client records and documentation.
Stay updated on industry trends, product offerings, and regulatory changes.
Actively participate in community events and initiatives to promote the company’s presence and brand.
Develop and manage social media content to engage with clients and the broader community.
Qualifications:

General Insurance Licence ( OTL or RIBO)
LLQP or working towards.
Comprehensive understanding of insurance products and services.
Proven track record of achieving or exceeding sales goals.
Excellent communication and ability to build strong client relationships.
Problem-solving mindset and the ability to multitask in a high-energy environment.
Attention to detail with excellent organizational skills.
Proficiency in using CRM software and social media platforms.
Ability to work independently as well as part of a collaborative team.
Experience in community engagement and social media management is a plus.
What We Offer:

Competitive salary and commission structure.
Comprehensive benefits package, including health and dental coverage.
Continuous training and professional development opportunities.
Supportive and inclusive work environment.
Opportunities for career growth and advancement.
How to Apply:
If you are passionate about helping clients find the right insurance solutions, and thrive in a dynamic and collaborative environment, we would love to hear from you.

Financial Services Representative- Wealth Advisor
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.

Compensation: 60,000 - $75,000+ commissions. 
Vacation
Benefits
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.