Insurance Advisor/ Client Relationship & Business Development

Maria Pecorella Desjardins Insurance; Ottawa; On-site; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Ongoing training and mentorship

Company parties

Dental insurance

Health insurance

Bonus based on performance

Paid time off

Job summary

Maria Pecorella Desjardins Insurance Agency in Ottawa, Ontario, is seeking an experienced, client-focused insurance professional who enjoys building trusted relationships and helping clients protect what matters most.

This in-office role offers a defined career path in Life Insurance and Financial Services, ongoing training, and strong team collaboration, with base compensation between $50,000 and $60,000 plus performance incentives.

Qualifications

• Property & Casualty insurance experience and license.
• Strong communication, relationship-building, and client service skills.
• Ability to identify client needs and recommend suitable solutions.
• Highly organized, proactive, and self-motivated.
• Comfortable communicating with clients by phone, email, virtual meetings, and in person.
• Ability and willingness to work full-time in our agency office.
• Enjoy working in a collaborative, team-oriented environment.

Responsibilities

• Deliver an exceptional client experience with every interaction.
• Maintain accurate client records and documentation.
• Build and maintain strong client relationships through personalized service and ongoing follow-up.
• Schedule and conduct client appointments focused on insurance and financial services needs.
• Generate qualified opportunities through referrals, networking, and proactive outreach.
• Conduct proactive reviews with existing clients to ensure their insurance needs remain properly addressed.
• Identify coverage gaps and recommend appropriate insurance solutions.
• Support commercial insurance growth initiatives.

Skills

Client relationship building

Communication skills

Insurance knowledge

Organizational skills

Job description

Benefits:

• Ongoing training and mentorship
• Company parties
• Dental insurance
• Health insurance
• Bonus based on performance
• Paid time off

Build Relationships. Protect What Matters. Grow Your Career.

We are looking for an experienced, client-focused insurance professional who enjoys building trusted relationships, identifying opportunities, and helping clients make confident decisions about protecting what matters most.

This is an in-office role within our agency, ideal for someone who enjoys collaborating with colleagues, supporting clients directly, and contributing to a positive team culture.

We believe strong collaboration, coaching, and client relationships are best supported through an engaged, team-oriented office environment.

This role is ideal for a Property & Casualty insurance professional who values consultative conversations, exceptional client service, and opportunities to expand into Life Insurance and Financial Services.

Responsibilities

• Deliver an exceptional client experience with every interaction.
• Maintain accurate client records and documentation.
• Build and maintain strong client relationships through personalized service and ongoing follow-up.
• Schedule and conduct client appointments focused on insurance and financial services needs.
• Generate qualified opportunities through referrals, networking, and proactive outreach.
• Conduct proactive reviews with existing clients to ensure their insurance needs remain properly addressed.
• Identify coverage gaps and recommend appropriate insurance solutions.
• Support commercial insurance growth initiatives.

Qualifications

Required

• Property & Casualty insurance experience and license.
• Strong communication, relationship-building, and client service skills.
• Ability to identify client needs and recommend suitable solutions.
• Highly organized, proactive, and self-motivated.
• Comfortable communicating with clients by phone, email, virtual meetings, and in person.
• Ability and willingness to work full-time in our agency office.
• Enjoy working in a collaborative, team-oriented environment.

Preferred

• Active P&C insurance license.
• Three or more years of insurance, sales, account management, or client relationship experience.
• Commercial insurance experience an asset.
• Fluency in English required; ability to communicate in French is highly valued. Multilingual capabilities are also appreciated.

Growth Opportunity

Candidates interested in obtaining their Life Insurance License and expanding into Financial Services are encouraged to apply.

We provide support for professional development, licensing, and ongoing learning.

Why Join Our Agency?

At Maria Pecorella Desjardins Insurance Agency, you will join a supportive, collaborative team that values professional growth, exceptional client care, and community involvement.

This role offers a defined career path for individuals interested in expanding their expertise in Life Insurance, Financial Services, Commercial Insurance, and leadership opportunities within the Agency.

Compensation & Benefits

Base Salary: $50,000 - $60,000 annually, based on experience, licensing, and qualifications.

Total Compensation Potential: $60,000 - $75,000+ annually, including performance-based incentives.

Who Will Succeed In This Role?

You genuinely enjoy helping people and building long-term relationships. You are curious, professional, and motivated to uncover client needs and provide solutions that make a meaningful difference. You are looking for a career, not just a job, and want to grow with a respected, community-focused agency.