145 Insurance Agent jobs in Canada

Job Description

LICENSED INSURANCE AGENT, ONTARIO

ROLE /DESCRIPTION

Experior Financial Group is looking for a Licensed Insurance Agent in Ontario and surrounding areas in a commission based setting.

A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through Experior Associates to help clients reach their financial needs and goals for retirement and more.

Experior has extensive experience in dealing with a wide range of clients. Thus, we understand that every client is different and we design customized financial approaches fitting to our clients needs. Our team of licensed associates work diligently to ensure that client accounts are constantly updated, processed, and analyzed.

Financial Associates with Experior Financial Group are trained to ensure compliance with finance regulations and company policies.

POSITION SUMMARY

As an associate at Experior Financial Group, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high quality expert advice. You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team.

RESPONSIBILITIES

• Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance;

• Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers;

• Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with clients information that can help them make informed decisions;

• Complies with all the company's risk and regulatory standards, policies, and controls;

REQUIRED SKILLS

• You have the ability to think creatively and solve problems in a fast-paced environment.

• You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.

• You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships.

• You must have integrity.

• You are caring, reliable, and have a servant attitude.

• You are a listener and an effective communicator.

• You are both generous and humble.

• You are ambitious with the qualities of a teacher.

• You are dedicated and passionate.

• You are a visionary and a mover.

• You possess a positive outlook and are relatable.

• You maintain a clean and professional appearance.

• You have reliable transportation.

• You are looking for a fresh start with a company that makes a REAL difference.

• Our associates need to be self-directed, hardworking individuals.

• You are a quick learner, wanting to provide the absolute best to your clients and can go to them for the most personalized and convenient service. (This is not a salary based position)

Job Description

Salary: $21 - $27 per hour

Are you interested in a career in Insurance? If so, wed love to talk to you!

SeaFirst Insurance Brokers are insurance specialists. Our rapidly growing company has been providing our clients with the finest in general insurance services for over 40 years. We are proud to be the largest general insurance brokers on the Saanich Peninsula, with offices in Brentwood Bay, Saanichton, Sidney, Oak Bay, Westshore, and Salt Spring Island. It is our philosophy to provide our clients with professional service, while at the same time, maintaining a positive work environment for our employees.

We are looking for an entry-level or experienced Auto Insurance Agent to provide sales and service to clients changing insurance needs at our Sidney Office!

If you are interested in working for a local, community-oriented insurance brokerage, please connect with us we want to hear from you!

What you will do in the role:

• Respond to client phone, mail, email, fax, or in-person inquiries and provide solutions
• Use superior communication skills to probe customers to determine current and future needs
• Research the best coverage for clients, using all known factors, including pricing, coverage, and claims service; recommend products based on this analysis
• Provide quotes and explain the features, advantages, and benefits of all automobile coverages
• Provide guidance and direction to customers with claims and adhere to established procedures to ensure timely reporting and follow-up
• General Insurance-related administrative duties
  

You can offer SeaFirst:

• Your strong sales and decision-making skills
• A positive attitude and excellent customer service skills
• An active level 1 general insurance license
• Previous experience in insurance is an asset
• ICBC Policy Centre and insurance-specific programs knowledge is a strong asset

We offer Employees:

• Career growth opportunities and tuition reimbursement
• Sales bonus program
• Paid time off
• Frequent company events
• RRSP/TFSA matching
• Extended health & dental care plus a health spending account
• Employee and family assistance program with comprehensive Mental Health services
• Fitness and wellness subsidy

Where and when you will work:

• Seafirst Westshore Office
• Monday to Friday schedule

Supplemental pay types:

• Bonus pay
• Overtime pay

Application Information:

Please apply by submitting your resume and an optional cover letter.

This posting will remain open untilfilled.

We look forward to hearing from you and connecting with you!

Job Description

DESJARDINS CUSTOMER SERVICE REPRESENTATIVE

Location: Toronto, ON
Job Types: Full Time, Permanent

Position Overview:

Successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities:

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, policy changes, transfers, claim submissions, and billing clarification.
• Handle all administrative tasks for the agency accurately and in a timely manner
• Greet walk-in clients and qualify their needs for appointment booking
• Work with the agent to establish and meet marketing goals.
• Quoting Auto Home Business.

Requirements:

• Excellent computer skills - proficient in all Microsoft Outlook
• Excellent communication skills - written, verbal and listening
• Proactive in problem solving
• Dedicated to customer service
• Ability to multi-task
• OTL, RIBO and LLQP (preferred/must be able to obtain)

Compensation:

• Salary $45,000 - $60,000 + Commission
• Monthly Incentives
• Annual Bonus
• Paid Vacation

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Job Title : Financial Planner

Location : Barrie, Ontario, Canada

Company : Ravens Rock

Ravens Rock is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With a commitment to personalized service and expert guidance, we provide comprehensive financial planning, investment management, and advanced retirement planning services.

We are seeking a highly motivated and experienced Financial Planner to join our team. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial security.

• Client Consultations : Conduct thorough financial assessments to understand clients' financial goals, risk tolerance, and current financial situation.

• Financial Planning : Develop customized financial plans, including retirement planning, investment strategies, tax planning, and estate planning.

• Investment Management : Provide investment advice and manage client portfolios to ensure alignment with their financial objectives.

• Ongoing Support : Monitor and review clients' financial plans regularly to ensure they remain on track towards their goals. Provide updates and adjustments as necessary.

• Compliance : Stay updated on financial regulations and ensure compliance with all relevant laws and ethical standards.

• Education and Guidance : Educate clients on financial products and strategies, helping them make informed decisions.

• Education : Bachelor's degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) designation; Chartered Life Underwriter (CLU) or working towards these designations is desired.

• Experience : Minimum of 3-5 years of experience in financial planning or a related field.

• Skills :

  • Strong analytical and problem-solving skills.

  • Excellent communication and interpersonal abilities.

  • Proficiency with financial planning software and tools.

  • Detail-oriented with strong organizational skills.

  • Prospecting and maturing relationships

• Ethics : High level of integrity and commitment to maintaining client confidentiality.

• Competitive commission performance-based bonuses.

• Professional development and continuing education opportunities.

• A supportive and collaborative work environment.

Job Description

IN-HOUSE LIFE INSURANCE AGENT

Shelley Orvold Insurance Agency (Desjardins) is a trusted provider of insurance and financial services, committed to protection for what matters most to our clients. We pride ourselves on a client-first approach, ethical standards, and ongoing professional development.

As we grow, we're seeking a motivated and licenced In-House life Insurance Agent to join our team.

Job Summary

The In-House Life Insurance agent will be responsible for providing tailored life insurance solutions to clients, conducting consultations, managing policy sales and renewal, and maintaining strong client relationships. The role requires excellent communication skills, attention to detail, and a strong understanding of life insurance products and industry regulations.

Key Responsibilities

• Conduct in-house consultations with prospective and existing clients to assess life insurance needs.
• Educate clients on different life insurance products including term, whole, universal life insurance and disability.
• Recommend suitable policies and provide quotes using Desjardins tools and in-house software.
• Process new applications and follow up on underwriting and approvals.
• Manage renewals, policy changes, and customer service inquires.
• Ensure compliance with all Provincial and Federal insurance regulations.
• Collaborate with other team members in cross-selling financial products when appropriate.

Qualifications

• Active life insurance license in Alberta (required)
• 2+ years of experience in life insurance sales (preferred)
• Strong interpersonal and communication skills
• High level of integrity and customer-focused attitude.
• Ability to work independently and within a team environment

What We offer

• Competitive base salary + commission
• Health, dental, and vision insurance
• Ongoing training and development

This is your opportunity to build a long-term, rewarding career in a respected organization where your effort is recognized and your success has no ceiling.

Apply today and take the next step toward a career where you can grow, thrive, and make a difference.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.