Insurance Advisor, Life, Health & Wealth

  • Full Time
  • Toronto

The Career Foundation

The Career Foundation is currently seeking a full-time/part-time Insurance Advisor, Life, Health & Wealth on behalf of one of our employer partners….

  • Salary : $35,000 + Commissions
  • Summary of the position:


    The employer partner is looking for self-motivated, highly driven and entrepreneurial individuals to join their Sales team. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new client acquisitions.

    Your drive to understand the full-suite of Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.

    Responsibilities:


  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
  • Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
  • Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
  • Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
  • Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
  • Regularly review individual business results and adjust activities as required to meet established target.

  • Requirements:

  • Post-secondary degree or equivalent
  • Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
  • The ability to develop and maintain strong client relationships
  • Life/A&S License (HLLQP/LLQP), or the willingness to complete
  • 1-2+ years’ professional sales experience in the Insurance Industry
  • An existing network of referrals and approved centres of influence
  • Digital literacy using a variety of systems and tools
  • Your own Vehicle is an asset
  • Mandarin, Tagalog and Spanish are an asset

  • Nice to have

  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

  • Benefits

  • The resources and support you need to develop your client portfolio and advance your career goals
  • 3 weeks paid vacation
  • A comprehensive compensation package and incentives that recognize strong performance
  • Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
  • Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
  • Outstanding training programs and opportunities for career development