Financial Insurance Advisor

Serenia Life Financial; Ottawa; Remote; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Ottawa is seeking motivated Financial Insurance Representatives to build client relationships and drive new business. The role requires sales experience and excellent communication skills. This position offers uncapped earning potential, flexible schedules, and the chance to run your own business with support. Join a community-focused culture that values giving back.

Benefits

Competitive compensation

Flexible schedule

Ongoing training & mentorship

Annual sales conventions

Community-focused culture

Remote work flexibility

Qualifications

• Experience in financial services, real estate, retail, or related fields preferred.
• Ability to meet and exceed sales goals.
• Willingness to obtain LLQP license with support.

Responsibilities

• Build and maintain deep client relationships.
• Develop new business through prospecting and networking.
• Help clients achieve financial security with insurance and investment solutions.
• Deliver exceptional client service that earns trust.
• Manage new business quotes and renewals.

Skills

Sales experience

Excellent communication skills

Strong interpersonal skills

Proactive problem-solving mindset

Education

LLQP license

Job description

Job Description

Job Description

Imagine building your career with a company that is both Human and Kind…

At Serenia Life Financial, we’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand our clients, build meaningful relationships, and provide proactive financial solutions that create lasting peace of mind.

We’re growing our team of Financial Insurance Representatives. Driven, people‑focused professionals who want to make a difference while building a rewarding career. If you’re a motivated self‑starter who thrives in a fast‑paced environment, this could be the opportunity that changes everything.

What You’ll Do

• Build and maintain deep client relationships by leading with empathy and integrity
• Develop new business through outbound prospecting, networking, and client meetings
• Help clients achieve financial security through leading‑edge insurance, investment, and mortgage solutions
• Deliver exceptional client service and advice that earns lifelong trust
• Coordinate and manage new business quotes and renewals

What You’ll Bring

• Sales experience (financial services, real estate, retail, or related fields) is an asset
• A proven ability to meet and exceed sales goals
• Excellent communication and presentation skills, both written and verbal
• Strong interpersonal skills and a passion for helping people
• A proactive problem‑solving mindset and the ability to juggle multiple priorities
• LLQP license (or willingness to obtain, we’ll support you)

Why Serenia Life?

• Uncapped earning potential with competitive compensation, bonuses, and contests
• Flexible schedule and the chance to run your own business, with support, not restrictions
• Ongoing training & mentorship to sharpen your skills and accelerate your growth
• Annual sales conventions and recognition events that celebrate success
• Community‑focused culture where giving back is at the heart of what we do
• Remote work flexibility to design a career that fits your lifestyle

Join Us

At Serenia Life Financial, you’ll have the freedom to build your business your way, backed by a supportive team and nearly a century of trust in the industry. If you’re ready for unlimited growth potential and the chance to truly make an impact, we’d love to meet you.

👉 Apply today and take the first step toward a career where being Human. Kind. isn’t just a slogan, it’s how we do business.