Financial Consultant / Life Insurance Broker

Trinity Solutions Team; Ontario; Remote; CAD 50,000 - 80,000; Full time

Job summary

Trinity Solutions Team is hiring a Financial Consultant / Life Insurance Broker. The role involves leveraging sales skills to connect with clients and improve their financial outlooks. The company offers competitive commissions, training, and a supportive team environment, with options for full-time or part-time work.

Benefits

Competitive commission compensation

Ongoing training opportunities

Supportive team environment

Book of business ownership

Individual partner reward programs for top performers

Qualifications

• Must have a valid Life & Health Insurance Agent license in your province of residency.
• Proven track record in life insurance and/or accident & sickness insurance sales.
• Brokers should have familiarity with Canadian compensation guidelines.

Responsibilities

• Leverage sales experience to connect with potential clients.
• Conduct comprehensive assessments of client needs and recommend insurance solutions.
• Build and maintain strong client relationships to provide ongoing support.

Skills

Communication

Negotiation

Interpersonal skills

Self-motivation

Goal orientation

Education

Life & Health Insurance License in Canada

Job description

Financial Consultant / Life Insurance Broker

Financial Consultant / Life Insurance Broker

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Trinity Solutions Team partners, directly and indirectly with over 150 major financial companies and growing within the banking, investment, and insurance sectors.

Our mission is to provide career growth opportunities to professionals (new & existing) within the insurance and financial industry. We strive to help connect you, the applicant, to viable and fairly compensated contracts and training that can help you meet your career goals.

Job Title : Financial Consultant / Life, A&S Insurance Broker

Company : Trinity Solutions Team (Cambridge, Ontario)

Employment Type : Part-Time or Full-Time available

Job Description :

Are you an experienced Life Insurance Agent or Broker with a proven track record in sales seeking an opportunity to take your career to the next level with a team that values your expertise? Look no further! Trinity Solutions Team is seeking motivated and skilled Brokers to join our dynamic team and explore high-paying compensation programs in the industry.

Role Mission : To successfully improve financial outlooks for families through proficient client acquisition strategies and implementation of ethical financial solutions.

Job Responsibilities :

• Leverage your sales background and industry expertise to connect with potential clients and provide them with the best-suited insurance solutions.
• Source clients through professional opportunities to build your book of business.
• Conduct thorough assessments of client needs and financial situations to recommend appropriate risk, savings, and debt solutions.
• Build and maintain strong relationships with clients; providing ongoing support and addressing inquiries or concerns.
• Collaborate with the Trinity Solutions Team to stay updated on industry trends, product knowledge, and sales techniques.
• Adhere to industry regulations and ethical standards.

Qualifications & Competencies :

• Must have a valid Life & Health Insurance Agent license in your province of residency.
• Proven track record of success in life insurance and / or accident and sickness insurance sales.
• Excellent communication, negotiation, and interpersonal skills.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.
• Familiarity with Canadian compensation guidelines for life insurance agents.
• Existing knowledge of insurance products, underwriting processes, and industry regulations.

What We Offer :

• Competitive commission compensation with multiple carriers and an uncapped & bonus structure.
• Bonus compensation is not quota dependent
• Book of business ownership
• Individual partner reward programs for top performers.
• Ongoing training and professional development opportunities to enhance your skills.
• Supportive and collaborative team environment.

Our Trinity Culture :

We are a culturally diverse work team that thrives on helping communities. We are committed to teaching families financial strategies and guiding them step by step towards proper implementation. Our goal as a team is to do what is best for each client, without cutting corners or sacrificing integrity. We constantly strive to grow and improve our practices. We are creative and fast paced, with an emphasis on ongoing skill development.

Although this is a remote role, we thrive on interdependency. You will be expected to partake in regular training and web based development opportunities with our team. Being a fair team player is an absolute asset.

Application Instructions :

To apply, please submit your updated resume and a cover letter detailing your relevant experience and why you're interested in working with our team. Qualified applicants will be contacted for a pre-interview qualifying call.

Job Types : Full-time, Part-time

Expected hours : No less than 30 per week

Additional pay :

• Commission pay
• Company events
• Work from home
• French not required

Schedule :

• Monday to Friday

Experience :

• Insurance sales : 2 years (required)

License / Certification :

• Life & Health License in Canada (required)

Work Location : Remote

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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