Life and Financial Specialist

Lisa Pearson - Desjardins Insurance Agent; Oshawa; Sur place; CAD 90 000 - 110 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Incentives

Two agencies

Lead generation

Agency support

Résumé du poste

Lisa Pearson - Desjardins Insurance Agent seeks a Life Insurance Specialist to support two Desjardins Agency offices. You will identify opportunities, conduct needs-based life insurance reviews, and protect clients’ futures through comprehensive solutions.

Ideal candidates will have a strong community reputation, network effectively, and own their pipeline while leveraging two established agency books of business and ongoing lead generation support.

Qualifications

• Experience conducting life insurance needs analyses for individuals and businesses.
• Strong networking and relationship-building skills for referrals.
• Ability to present tailored life insurance solutions and close opportunities.

Responsabilités

• Conduct life insurance needs analyses with existing and prospective clients.
• Present personalized life insurance solutions.
• Generate business through referrals and community networking.
• Work with two Desjardins Agency teams to uncover opportunities.
• Follow up on leads and client reviews.

Connaissances

Needs analysis

Networking

Referral generation

Relationship building

Sales

Description du poste

Life Insurnace Specialist- DesjardinsAgent Team Member

Location: Oshawa, ON
Type: Full Time

Life Insurance Specialist (Shared Between Two Desjardins Agencies)

• Location: Durham Region, ON (Shared between two established Desjardins Agency offices)
  Compensation: Starting at $100,000+ annually, plus performance incentives
  Employment Type: Full-Time

  About the Opportunity

  We are seeking an experienced Life Insurance Specialist to support two high-performing Desjardins Agency offices. This is an exciting opportunity for an established life professional who has built a strong reputation in the community and possesses a healthy network of referral relationships.

  The successful candidate will work alongside two agency teams to identify opportunities, conduct needs-based life insurance reviews, and help clients protect what matters most through comprehensive insurance and financial protection solutions.

  This role is ideal for someone who thrives on building relationships, generating referrals, and creating long-term client connections while enjoying the support of two growing agencies with established client bases.

  What You’ll Do

  • Conduct life insurance needs analyses with existing and prospective clients
  • Present personalized life insurance solutions
  • Generate business through referrals, centers of influence, and community networking
  • Work collaboratively with agency teams to uncover life insurance opportunities
  • Follow up on leads and client reviews consistently
  • Build and maintain relationships with professionals such as accountants, mortgage brokers, realtors, financial advisors, and business owners
  • Assist clients with individual, family, and business life insurance needs
  • Maintain a high level of professionalism and compliance

  What We Offer

  • Competitive compensation package starting at $100,000+
  • Performance-based incentives and growth opportunities
  • Access to two established books of business
  • Ongoing lead generation opportunities
  • Administrative and agency support
  • Collaborative team environment
  • Opportunity to significantly grow your personal production through multiple referral sources

  Success in This Role

  The ideal candidate is someone who:

  • Has a strong reputation within the community
  • Enjoys networking and building professional relationships
  • Consistently creates opportunities through referrals and introductions
  • Takes ownership of their pipeline and results
  • Is passionate about helping families and business owners protect their futures

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.