Licensed Broker | Estate Bonds

TEEMA Solutions Group; Burlington, Oakville; Remote; CAD 60,000 - 100,000; Full time

Job summary

Join a leading insurance organization as a Licensed Broker specializing in Estate Bonds. This remote role provides the chance to build a lucrative career, ensuring essential financial protections for estates while exceeding sales targets. Enjoy exclusive market access, comprehensive benefits, and professional development.

Benefits

Health Insurance

Dental Insurance

Disability Insurance

Life Insurance

Commission on Sales

Professional Development Support

Custom Marketing Support

Remote Work Flexibility

Qualifications

• Active RIBO License required.
• 3+ years in commercial insurance or surety bonds.
• Expertise in estate bonds is essential.

Responsibilities

• Identify and close new Estate Bond opportunities.
• Structure various estate bonds to meet client needs.
• Simplify complex bonding requirements for clients.

Skills

Sales

Relationship Management

Negotiation Skills

Detail-oriented

CRM Proficiency

Education

Active RIBO License

3+ Years of Commercial Insurance or Surety Bond Experience

Tools

HubSpot

Job description

About Us:
Ai Insurance Organization is a leading provider of insurance and bonding solutions across Canada. We are looking for a motivated Surety Broker to join our growing team and drive our surety offerings forward. You will have the opportunity to be exposed to interdepartmental operations that you wouldn't have access to at a larger brokerage.

Unlock a Lucrative Opportunity in Estate Bonds!

Ai Insurance Organization is looking for a highly driven Licensed Broker to lead our Estate Bonds program across Canada. With access to exclusive markets and specialized underwriting, you’ll help estate executors, trustees, and legal professionals secure the right bonds efficiently and seamlessly.

If you’re a detail-oriented, sales-driven insurance professional with experience in surety or fiduciary bonds, this role offers an unparalleled opportunity to build a high-growth book of business while providing essential financial protections for estates and trusts.

What You’ll Do

Develop & Expand Business: Identify and close new Estate Bond opportunities with lawyers, executors, and estate planners.
Provide Expert Bonding Solutions: Structure Estate Bonds (Executor Bonds, Trustee Bonds, Guardianship Bonds, etc.) to meet client needs.
Guide Clients Through the Process: Simplify complex bonding requirements for estate professionals.
Leverage HubSpot CRM: Track leads, manage client relationships, and streamline sales.
Work with Underwriters: Secure competitive terms from top markets.
Build Strong Referral Networks: Develop relationships with law firms, financial advisors, and estate professionals.
Drive Revenue Growth: Consistently exceed sales targets for new business and renewals.

What You Bring to the Table

Active RIBO License (Required)
3+ Years of Commercial Insurance or Surety Bond Experience
Estate Bond Expertise – Understanding of executor, administrator, and guardianship bond requirements.
Proven Sales Success – You’re a hunter who thrives on building a book of business.
Strong Relationship & Negotiation Skills – You know how to work with legal professionals and financial advisors.
CRM Proficiency – Experience with HubSpot or similar platforms to track sales & pipeline.

Why Join Ai Insurance Organization?

Lucrative Compensation – Earn 80% commission on first-year new business.
Book of Business Vesting – Build long-term ownership in your portfolio.
Exclusive Market Access – Specialized Estate Bond markets and underwriting support.
???? Comprehensive Benefits – Health, dental, disability, life insurance.
Professional Development – Training & support to grow your expertise.
Custom Marketing Support – We help you establish your brand and generate leads.
Work from Anywhere – Remote flexibility with a 40-hour workweek.

Ready to Build Your Future in Estate Bonds?

Apply today and take the next step in your commercial insurance career!