Insurance Advisor (Levine Financial Group)

Nicola Wealth; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial services firm is seeking an Insurance Advisor in Toronto. You will build relationships with physicians to understand their insurance needs and provide tailored solutions. The ideal candidate has at least 3 years of experience, completed the LLQP, and possesses strong sales and client service skills. You will work closely with a supportive team and benefit from mentorship.

Qualifications

• Minimum 3 years as an insurance advisor in a client-service role.
• Legally eligible to work in Canada.
• Highly proficient with computer systems.

Responsibilities

• Grow sales by identifying physicians' insurance needs.
• Make outbound calls to convert leads into clients.
• Build rapport and provide excellent service to clients.
• Meet clients regularly at their location.
• Follow processes and ensure data accuracy.
• Learn from the President of LFG.
• Collaborate with the LFG team and partners.

Skills

Client service orientation

Sales skills

Relationship building

Communication skills

Education

Completion of the Life License Qualification Program (LLQP)

Certified Financial Planner (CFP)

Canadian Securities Course (CSC)

Chartered Investment Manager (CIM)

Chartered Financial Analyst (CFA) Level

Tools

MS Word

Excel

Outlook

Job description

About Nicola Wealth :

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Purpose of the Role :

Are you a proactive, results oriented insurance advisor motivated to accelerate your practice by joining a growing company that saves physicians money on their insurance? Are you committed to building lasting relationships, delivering superior client service and learning from an experienced leader and team?

As an Insurance Advisor with Levine Financial Group, a Nicola Wealth Company, you will join an established, successful team, partner with and be mentored by the President of LFG and accelerate your career by specializing in physicians’ insurance solutions.

This position is based in Toronto, Ontario.

Core Responsibilities :

• Building the business by growing sales, discovering physician’s insurance needs and offering solutions to meet those needs.
• Proactively making regular outbound calls to physicians and successfully converting these leads to new clients.
• Building rapport and trusted relationships with clients through active listening, providing excellent advice and handling tough questions.
• Regular meetings with clients at their location to foster relationships and provide excellent service.
• Consistently following established procedures, including being detail oriented when following LFG processes, entering data into systems, and a commitment to client follow-up.
• Being mentored and learning directly from the president of LFG - you’re at a point in your career where you are ready to apply your people, sales and insurance skills in the physician market and learn from a deeply experienced insurance specialist
• Working collaboratively within a small but mighty LFG team including underwriters and a process support team who are driven, respectful and all contribute to a team environment.
• Partnering with the Nicola Wealth Advisory Services team to deliver on a cross-referral strategy, provide existing Levine Finance Group clients with a holistic and comprehensive financial plan, and support the growth of the Nicola Wealth / LFG insurance business.

Required Skills & Qualifications :

• A minimum of 3 years of related work experience as an insurance advisor working in a high performing, client service oriented capacity.
• Completion of the Life License Qualification Program (LLQP).
• Completion or in the process of obtaining the following is considered an asset :
• Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP)
• Canadian Securities Course (CSC)
• Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level
• You are highly proficient with computer systems including MS Word, Excel and Outlook.
• You are legally eligible to work in Canada for any employer.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles : www.nicolawealth.com / careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [e-mail] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!