Insurance Advisor (Levine Financial Group) Toronto, ON

Nicola Wealth Management Ltd.; Ontario; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in Toronto, Ontario is looking for an experienced Insurance Advisor. In this role, you will focus on expanding insurance services for physicians, developing client relationships, and receiving mentorship from experienced leaders. Ideal candidates have at least three years in a client service role, relevant licenses, and strong sales skills. Join a supportive team dedicated to your professional growth.

Qualifications

• Minimum 3 years of experience as an insurance advisor in a client service role.
• Completion of LLQP required.
• Proficient with computer systems.

Responsibilities

• Grow sales and meet physicians’ insurance needs.
• Make regular outbound calls to potential clients.
• Build rapport with clients through active listening.
• Conduct regular meetings with clients.
• Detail-oriented in following established procedures.
• Learn from the president of LFG.
• Collaborate within the LFG team.
• Partner with Nicola Wealth Advisory Services.

Skills

Relationship building

Sales skills

Client service orientation

Detail-oriented

Education

Completion of the Life License Qualification Program (LLQP)

Canadian Securities Course (CSC)

Chartered Investment Manager (CIM) or CFA Level

Tools

MS Word

Excel

Outlook

Job description

Overview

Toronto, ON

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 physicians’ 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 :
• 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!

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