Insurance Advisor

James Clarkson Insurance Agency; Hamilton; Hybrid; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Tuition assistance

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

Bonus based on performance

Competitive salary

Dental insurance

Employee discounts

Flexible schedule

Job summary

Desjardins Insurance Agency in Hamilton, Ontario is seeking an ambitious Insurance Advisor to build relationships, assess client needs and help customers protect what matters most. Insurance experience is an asset, but not required.

We provide training, licensing support and ongoing coaching. The role offers a base salary starting at $50,000 with total compensation of $60,000–$75,000 in year one, with hybrid work after training.

Qualifications

• Previous sales experience is strongly preferred.
• Licensed or willing to obtain Property & Casualty licence.
• Life insurance licence or willingness to obtain is required.
• Experience in insurance sales or service is an asset.
• College diploma or equivalent education preferred.

Responsibilities

• Build relationships with new and existing clients by phone, email and in person.
• Identify customer needs and recommend home, auto, life and other insurance solutions.
• Educate clients about coverage options and help them make informed decisions.
• Recognize and act on sales and cross-selling opportunities.
• Follow up with prospects and clients to develop new business.
• Work toward individual and office sales goals.
• Conduct needs-based insurance reviews with existing clients.
• Maintain accurate client information and follow underwriting and compliance requirements.
• Work collaboratively with the team to provide an excellent customer experience.

Skills

Sales experience

Communication

Relationship building

Education

College diploma

Tools

CRM systems

Job description

Benefits:

• Tuition assistance
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance
• Bonus based on performance
• Competitive salary
• Dental insurance
• Employee discounts
• Flexible schedule

Join a growing Desjardins Insurance Agency where your effort, sales ability and commitment to serving clients can lead to a rewarding long-term career.

This position is ideal for someone who enjoys sales, is motivated by performance-based earnings and wants to build a book of business while helping clients protect what matters most.

We're seeking an ambitious Insurance Advisor, to build relationships, identify client needs and help customers protect what matters most. Insurance experience is an asset, but not required. We provide training, licensing support and ongoing coaching.

Insurance experience is an asset, but it isn't required. We're more interested in finding someone with the right combination of sales ability, communication skills, work ethic and willingness to learn.

What We Offer

• Base salary starting at $50,000+
• Expected total compensation of $60,000-$75,000+ in year one
• Uncapped earning potential through commissions and bonuses
• Minimum 3 weeks paid vacation, with additional vacation available based on experience and tenure.
• 5 paid personal/sick days per year.
• Health, dental and vision benefits
• Hybrid work after training
• Licensing support, training and long-term professional development

What You'll Do

• Build relationships with new and existing clients by phone, email and in person.
• Identify customer needs and recommend appropriate home, auto, life and other insurance solutions.
• Educate clients about coverage options and help them make informed decisions.
• Recognize and act on sales and cross-selling opportunities.
• Follow up with prospects and clients to develop new business.
• Work toward individual and office sales goals.
• Conduct needs-based insurance reviews with existing clients.
• Maintain accurate client information and follow company underwriting and compliance requirements.
• Work collaboratively with the rest of the team to provide an excellent customer experience.

What We're Looking For

• Sales-focused and comfortable initiating conversations with new people
• Motivated by goals, results and personal growth
• Strong communication and relationship-building skills
• Organized, detail-oriented and able to manage multiple priorities
• Comfortable using technology, CRM systems and social media
• Positive attitude, strong work ethic and willingness to learn

Qualifications

• Previous sales experience is strongly preferred.
• Experience in banking, financial services, automotive sales, telecommunications or another goal-oriented sales environment would be considered an asset.
• Demonstrated ability to meet sales or performance goals is an asset.
• Must be licensed or willing and able to obtain the required Property & Casualty insurance licence.
• Must be licensed or willing and able to obtain the required Life insurance licence.
• College diploma or equivalent education preferred.
• Experience in insurance sales, service, underwriting or claims is an asset.

Hybrid Work

The first six months of the position are in-office to support training, licensing, coaching and integration with the team.

After successfully completing the first six months, the position transitions to a hybrid schedule of 3 days per week in the office and 2 days working from home, subject to performance and the requirements of the role.

A Long-Term Career Opportunity

We invest heavily in licensing, training, coaching and professional development and are looking for someone interested in building a long-term career with our agency.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents' employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Flexible work from home options available.