Independent Insurance Broker - Markham, Canada - LifePlan Investments

Description

INDEPENDENT INSURANCE ADVISOR/BROKER
-
HLLQP LICENSED INDIVIDUALS_

We are actively seeking driven individuals to join our expanding team in multiple locations throughout Canada. Only those who are genuinely committed should apply. Please note that this is a _
commission-only role_, and you will be working as an independent insurance advisor/broker.


Position:
Insurance and Investment Advisor, Part-time, Full-time


Locations:
Ontario, Alberta, British Columbia & Quebec.


About the Role:

As an Insurance and Investment Advisor, your goal is to help clients create viable plans for managing their finances given their unique individual and family situations.

You will provide integrated life insurance planning and advice as a trusted advisor to your clients.


Compensation:
Commission, incentives, bonuses, free on-site parking, free training, free office space, and education subsidies if required.

We would like to thank all applicants for their interest in this position. Only selected prospects will be contacted for interview.


Responsibilities:

• Assess client's needs and provide customized financial planning solutions
• Build and maintain client relationships through various prospecting activities such as networking, social media marketing, etc.
• Build rapport with new clients and strengthen existing relationships
• Utilize CRM to manage prospects' and clients' profiles and provide highlevel service
• Service ongoing clients, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct client care calls, and process renewals
• Actively participate in carrier training, workshops, and webinars
• Participate in community support and philanthropic initiatives

Role Requirements:

• Strong prospecting and business development skills
• Outstanding problemsolving and analytical skills
• Excellent interpersonal and customer care skills
• Strong time management and organizational skills
• Working knowledge of CRM tools and carriers software
• Proven track record of successfully managing and closing deals
• LLQP or HLLQP and experience in the financial service industry would be considered an asset

Job Types:
Full-time, Part-time


Salary:
$37,571.14-$94,019.03 per year


Benefits:

• Onsite parking

Flexible Language Requirement:

• English not required

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Work Location:
Hybrid remote in Markham, ON L3R 0M3