Insurance Advisor Life, Health & Wealth
On-siteOttawa, Ontario, Canada or Kingston, Ontario, Canada
Job Summary
Connect with clients through discovery to understand life events and offer comprehensive insurance and financial advice aligned to their needs. Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building. Promote a client-first mindset by meeting clients at their convenience, developing relationships using Salesforce and compliant digital tools. Contribute to team sales success by achieving individual goals, expanding external networks via referrals, and regularly reviewing business results to adjust activities against established targets. Requires a Life/A&S License (HLLQP/LLQP), 2+ years sales experience, and a valid Canadian driver's license. Full-time role in Ottawa with 37.5 hours weekly.
Required Qualifications
- Business development and prospecting skills
- Goal-oriented attitude
- Strong ambition to succeed
- 2+ years' professional sales experience
- Ability to develop and maintain strong client relationships
- Life/A&S License (HLLQP/LLQP)
- Willingness to complete Life/A&S License (HLLQP/LLQP) before the start date
- Existing network of referrals
- Approved centers of influence
- Post-secondary degree
- Equivalent to post-secondary degree
- Digital literacy using a variety of systems and tools
- Valid Canadian driver's license
- Own vehicle
Desired Qualifications
- Fluent in English
- Other language
- Great communication skills
- CFP (Certified Financial Planner)
- CLU (Chartered Life Underwriter)
- CHS (Certified Health Insurance Specialist)
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