Licensed Broker | Estate Bonds

TEEMA Solutions Group; Oakville; Remote; CAD 30,000 - 60,000; Full time

Job summary

A leading insurance provider in Canada is seeking a Licensed Broker to lead their Estate Bonds program. This role requires an active RIBO License and experience in commercial insurance. You'll drive revenue growth through strong client relationships and expert bonding solutions, with the opportunity to earn 80% commission on new business. Join us for a flexible, rewarding career in a supportive environment.

Benefits

Lucrative compensation

Comprehensive benefits

Professional development

Qualifications

• Experience in surety or fiduciary bonds is essential.
• Understanding of executor, administrator, and guardianship bond requirements.
• Proven sales success with a track record of building a book of business.

Responsibilities

• Identify and close new Estate Bond opportunities.
• Structure Estate Bonds to meet client needs.
• Simplify complex bonding requirements for clients.
• Track leads and manage client relationships using HubSpot CRM.
• Secure competitive terms from underwriters.
• Develop relationships with law firms and financial advisors.
• Exceed sales targets for new business and renewals.

Skills

Sales-driven insurance professional

Detail-oriented

Strong relationship & negotiation skills

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!