Entry-Level Insurance Sales Agent

WizeHire, Inc; Eastern Ontario; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking a driven financial service professional in Ontario to help clients with their financial goals. This role involves developing tailored financial plans, providing advice on various financial products, and building strong relationships. The company offers a comprehensive training program and attractive compensation ranging from $100,000 to $150,000 per year.

Benefits

Full benefits

Three separate pensions

Qualifications

• Must have the ability to successfully network and prospect for new clients.
• Must possess uncompromising integrity and the ability to communicate complex ideas.

Responsibilities

• Provide peace of mind to clients while helping them navigate financial challenges.
• Develop and implement tailored financial plans based on clients' needs.
• Research and provide financial advice suitable for client objectives.

Skills

Competitive

Enterprising

Coachable

Communicative

Relationship management

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.

We are looking for a driven self-starter with strong principles who is interested in making a positive difference in the lives of others. New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele.

Responsibilities

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job, it’s a career with purpose and opportunity.

• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
• This is not just a sales job, it’s a career with purpose and opportunity
• You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives

Qualifications

• Competitive
• Enterprising
• Coachable
• Communicative
• Relationship management skills are required
• Must have the ability to successfully network and prospect for new clients
• Must possess uncompromising integrity and the ability to communicate complex ideas

Compensation: $100,000 - $150,000 at plan

About NYL: As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success.

• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT 2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
• Full benefits when hired and 3 separate pensions

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity