Licensed Insurance Advisor

We are looking for a Licensed Insurance Advisor to join our team. This role requires expertise in the insurance industry, with a focus on providing exceptional advisory services to clients. As a Licensed Insurance Advisor, you will be responsible for managing client relationships, assessing insurance needs, and recommending suitable solutions. The ideal candidate will have a client-focused approach, strong industry knowledge, and the ability to navigate complex policies and regulatory requirements. Responsibilities

• Conduct insurance needs analyses for clients to recommend tailored solutions.
• Provide advice on life, health, and other insurance products, ensuring clients are informed about their options.
• Assist clients with policy applications, renewals, and claims processing.
• Maintain up-to-date knowledge of insurance products, market trends, and regulations.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Collaborate with internal teams and insurance carriers to address client inquiries and fulfill service requests.
• Ensure all client interactions and documentation comply with industry regulations and company policies.
• Prepare client presentations, proposals, and reports to support advisory discussions.

• A valid insurance license
• 3-7 years of experience as a Licensed Insurance Advisor or in a similar role.
• Comprehensive understanding of insurance products, policies, and industry regulations in Canada.
• Strong interpersonal skills with a proven ability to build rapport and trust with clients.
• Exceptional organizational and time management skills.
• Proficiency in Microsoft Office and insurance-specific software tools.
• Ability to work full-time, in person.

• Competitive salary and incentives.
• Opportunity to work in a growing, dynamic, and high-performing company in the downtown financial district.
• Comprehensive benefits package, including health, dental, and professional development support.