Advisor onboarding associate coordinating advisor transitions, documentation, and system setup at Manulife, an international financial services provider. Supporting compliance, operations, and advisor experience improvements.
About the role
- Personal Insurance Advisor selling new policies and retaining clients for BrokerLink, an insurance brokerage. Serving walk-in and outbound sales opportunities from Oakville or Newmarket offices.
Responsibilities
- Sell new policies and write new business to existing or new clients
- Retain the existing book of business
- Quote new business through outbound call initiatives and introductory letters
- Receive walk-in clients
- Conduct outbound calls to warm leads to identify sales opportunities and build client relationships
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers and complete client applications
- Issue insurance certificates
- Keep current on underwriting rules and workflow processes
- Participate in training initiatives
- Participate in community marketing initiatives
- Process accounts receivable activities
- Provide guidance and assistance as requested
Requirements
- Minimum 1-year Personal Insurance experience
- Sales experience required
- Preference given to candidates with an RIBO License
- Ability to work a regular schedule from 12:00 p.m. to 8:00 p.m.
- Strong customer focus
- Ability to handle multiple priorities successfully and reach target goals
- Strong interpersonal and organizational skills
- Excellent verbal and written communication skills
- Candidates must be eligible to work in Canada from the anticipated start date and throughout employment
- BrokerLink does not provide sponsorship or other immigration-related support
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account
- Share plan
- Other savings
- Commissions and other performance incentives with expected payout potential of 10–15% of salary, subject to personal and team performance
- Employee Share Purchase Plan (ESPP), with BrokerLink matching a portion of contributions
- Group RRSP with company matching DPSP offerings
- Training initiatives
- Accessible environment and accommodations during the selection process
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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