insurance broker

St. Andrews Insurance Brokers; Vaughan; On-site; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Commission

Group insurance benefits

Job summary

St. Andrews Insurance Brokers in Vaughan, Ontario is seeking a dedicated financial planner to provide insurance services and customer support. The ideal candidate will have 2–3 years of relevant experience, a College or equivalent education, and a Registered Insurance Brokers of Ontario (RIBO) licence. Responsibilities include calculating premiums, establishing insurance coverage, and making financial recommendations. Join a fast-paced and detail-oriented team dedicated to providing excellent service with benefits like commission and group insurance.

Qualifications

• 2 years to less than 3 years of experience in financial planning.
• Registered Insurance Brokers of Ontario (RIBO) licence required.

Responsibilities

• Calculate premiums for clients.
• Establish and provide insurance coverage.
• Offer customer service and information on insurance packages.
• Make recommendations on cash management and financial planning.
• Identify and analyze clients' financial goals.

Skills

Client focus

Judgement

Organized

Reliability

Team player

Dependability

Due diligence

Education

College, CEGEP, or other non‑university certificate or diploma

Job description

Overview

Qualifications: College, CEGEP, or other non‑university certificate or diploma from a program of 1 year to 2 years or equivalent experience.

Languages

English

Education

College, CEGEP, or other non‑university certificate or diploma from a program of 1 year to 2 years or equivalent experience.

Experience

2 years to less than 3 years.

On site: Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Insurance company

Responsibilities

• Calculate premiums
• Establish client insurance coverage
• Provide customer service
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Identify clients' financial goals and objectives
• Analyze clients' financial records
• Develop financial plans for clients
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Credentials

• Registered Insurance Brokers of Ontario (RIBO) licence

Experience and specialization

• Financial planning

Additional information

• Tight deadlines
• Attention to detail
• Fast‑paced environment
• Work under pressure
• Large caseload

Personal suitability

• Client focus
• Judgement
• Organized
• Reliability
• Team player
• Dependability
• Due diligence

Benefits

• Commission
• Group insurance benefits

Employment groups

Equal employment opportunities for all job applicants, including those self‑identifying as a member of these groups: Support for newcomers and refugees.

Supports newcomers and/or refugees with foreign credential recognition.