Hybrid Outside Wholesaler, Insurance

Posted 9 hours ago

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About the role

  • Provide expertise on life insurance, disability, and critical illness products, sales strategies, the financial services industry and applicable legislation to advisors and clients
  • Leverage understanding of tax and estate planning related to life and living benefits
  • Apply credibility and expertise to create an excellent advisor experience
  • Apply creativity, discipline, and initiative as you drive complex cases

Requirements

  • 7+ years of experience in financial services or insurance industry
  • Post-secondary education, preferably in finance or equivalent work experience
  • Strong leadership, sales, and relationship-building skills
  • Good knowledge of Canadian life insurance, disability, and critical illness products
  • General understanding of tax and estate planning principles related to life insurance and living benefit solutions
  • Financial services designations such as CFP, CH.F.C, PFP or CLU are considered an asset
  • Ability to work independently and in a team environment
  • Ability to travel throughout an assigned region using own means of transportation

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development programs

Job title

Outside Wholesaler, Insurance

Job type

Experience level

SeniorLead

Salary

CA$84,900 - CA$141,400 per year

Degree requirement

Bachelor's Degree

Location requirements

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