Client Support Representative
Location: Grimsby, ON
Type: Full-Time in office
Compensation: Salary range of 45,000-50,000
The Client Support representative role provides clerical and administrative support to the agency including greeting clients, accepting payments, answering and placing phone calls. Use existing systems to complete daily work activities as required and provide support to agency staff within the office environment. In this role you will help support the day to day operations of the agency and providing excellent customer care. 
 Roles and responsibilities:

Greet clients and direct them to the appropriate agency staff
Act as primary telephone contact by receiving, redirecting callers and managing voicemail
Obtain, verify and record client information as required
Monitor incoming email and daily work lists and distribute appropriately
Proactively contact clients for numerous follow-up activities
Accept, process and deposit all payments
Provide a full range of administrative support services including filing, faxing, photocopying, incoming/outgoing mail, courier service, order/purchase supplies and other support as require
Qualifications and Skills:

Administrative Assistant program or administrative experience is an asset
General Insurance License may be required (OTL)
Customer service experience or related business experience is preferred
Skilled in communication (verbal and written), strong interpersonal skills, organizational and time management skills
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
 Performance of Core Functions: 

Level of customer satisfaction as measured through client feedback
Accuracy and attention to detail in all work
Effectiveness of documentation of administrative practices and procedures
Ongoing focus on personal and professional development
 Impact on the Organization: 

Impact on organizations trust and reputation through accuracy
Confidential information
Client Support staff are the face of the organization to our clients
 Impact on the Client 

Timely delivery of services and responses to client inquiries – once and done approach
Impact on Team/Staff Development 

Effectiveness of working relationships with peers, agent and district management team Works cooperatively with others to accomplish objectives. 
Achievement of targets set both team and individual
If you are ready to make an impact and looking for an opportunity within the Insurance sector we want to hear from you. Apply today. 

Financial Services Representative- Life Insurance Specialist
Compensation: Salary (50,000-60,000) + Commission 
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 primary focus on Life Insurance. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
We are seeking a motivated and knowledgeable FSR- 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.
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 2-3 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.  Mutual Funds License is considered an asset.
• 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.

Job Title: Life Insurance Specialist
Job Type: Full-Time (Remote within Ontario) 
Compensation: 60,000- 65,000 + Commissions 
 
About our client : As a leading Insurance and Financial Services provider of life , home , auto insurance solutions,  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. 
 

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.

Associate Insurance Advisor- OTL Licenced
Employment Type: Regular Full-Time
Work Model:  Office Based
Language: This role operates in English with French as an Asset
About the Opportunity and our Client: 
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.
Our team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. 
The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
How you will create impact: 

Sales, service and profitable growth of personal lines insurance products. 
Advise and recommend coverages and policies that best meet client needs. 
Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 
Complete front-line risk assessment and selection following underwriting guidelines. 
Identify which risks require inspections and re-inspections. May be required to complete inspections. 
Achieve individual goals for client service, sales, quality and productivity. 
Support programs to build multi-client relationships. 
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 
How you will succeed: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction. 
You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages. 
You are committed to continuous improvement and building productive client relationships in order to exceed client expectations. 
You’re an effective team player and provide guidance to support the development of your peers. 
To join our team: 

General Insurance License is required or must obtain within two (2) months. ( OTL)
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses. 
One (1) year sales and service experience or related business experience is preferred. 
Knowledge of auto and property insurance products and experience with selling techniques is an asset. 
What you need to know: 

Strict confidentiality with respect to client’s financial status and other personal information. 
This role involves direct contact with clients and/or service providers in their environment. 
You may be required have your own vehicle, valid driver’s license and insurance. 
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. 

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.