Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
About the role
- Financial advisor helping Mississauga clients with insurance, investments, and holistic financial planning. Building client relationships and an independent advisory business with training and mentorship.
Responsibilities
- Advise clients on insurance and investment strategies and other financial decisions
- Assess clients' overall financial conditions
- Prepare presentations recommending various financial products
- Network and build relationships with new and existing clients
- Build and manage a financial advisory business
Requirements
- Past financial experience not required
- Self motivated
- Possess an entrepreneurial mind
- Have a fair consumer credit rating
- Competent and ethical
- Looking for a full-time or part-time career
Benefits
- A culture of competitive rewards and recognition
- Full suite of tools and resources
- Sales Management Mastery Program
- Back-office support
- Mentoring
- Ongoing training both online and in person
- Learn a holistic approach to helping individuals, families & businesses
- Own your book of business from day one
- Opportunity to build an agency
- Full training, mentorship & support
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Commercial Insurance Broker supporting Accounts, New Business, or Renewals for Zensurance’s digital - first commercial insurance platform. Advising clients, managing policies, growing revenue, and retaining accounts.
Investigation Advisor investigating health and dental claim fraud for iA Financial Group. Analyzing suspicious patterns, documenting findings, and improving fraud - detection tools.
Agent d’assurance dommages en formation rémunérée chez iA, assureur canadien. Vente de contrats automobile et habitation et accompagnement de clients.
Risk manager leading AML/KYC initiatives, regulatory change, and operational risk governance for American Express Canada. Advising stakeholders and reporting progress to senior leadership.
Personal Insurance Sales Advisor selling and retaining personal insurance policies for BrokerLink. Quoting business, developing client relationships, and supporting insurer documentation across Ontario offices.
AVP leading Sun Life’s insurance distribution strategy, advisor relationships and regional sales execution. Building leadership capability and sustainable life and health insurance growth.
Director managing enterprise underwriting and claims risk at Sun Life, a life insurer helping Clients achieve financial security. Redesigning mortality and morbidity risk programs globally.
Commercial Insurance Advisor helping Canadian businesses choose insurance coverage at Westland Insurance. Building client relationships, delivering service, and supporting commercial policy needs.
EC
Conseiller principal évaluant les risques environnementaux et sociaux des transactions d’EDC. Conseils sur l’atténuation, la conformité et les normes internationales pour soutenir les entreprises canadiennes à l’étranger.