Life Insurance Advisor

Rates.ca; Toronto; Hybrid; CAD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive salary with uncapped commission

Full benefits after 90 days

3 weeks paid vacation

Paid birthday off

Free lunches every other Friday

RRSP opportunities with company match

Casual dress environment

Job summary

Rates.ca in Toronto is looking for a motivated Life Insurance Broker to join their team. The successful candidate will be responsible for managing the sales cycle, providing expert advice, and delivering exceptional customer service. With 1-4 years of life insurance experience and a strong sales record, you will thrive in a fast-paced environment while meeting sales goals. The company offers a competitive salary, full benefits after 90 days, three weeks of paid vacation, and a hybrid work model, ensuring a balanced work-life experience.

Qualifications

• 1-4 years of experience in life insurance, including a current license in Ontario.
• Strong commitment to teamwork and a proven track record of exceeding sales targets.
• Ability to manage a high-volume pipeline and multi-task in a fast-paced environment.

Responsibilities

• Meet or exceed monthly sales goals.
• Manage the sales cycle from end-to-end.
• Provide advice and quotes to ensure the most appropriate product is offered.
• Deliver a high level of friendly, professional service.

Skills

Sales-oriented

High attention to detail

Teamwork

Excellent communication

Computer skills (Outlook, Excel, Word)

Education

Life insurance license in Ontario

1-4 years of experience in insurance

Job description

Overview

Are you a motivated, sales-oriented life-licensed broker that thrives on closing leads?

Are you motivated by the opportunity of being rewarded for your hard work?

Do you want the opportunity to work with an experienced leadership team in building a great life brokerage?

Our digital life brokerage, Scoop Financial, is looking to grow. This is a great opportunity to be hands-on in transforming business operations in a fast-paced organization. The ideal candidate has 1-4 years of experience in life insurance, including a current license in Ontario and other provinces. They will also have the desire to drive sales organically through digital channels. If you’re ready to make a difference, build lasting relationships, and deliver solutions that truly matter, we’d love to hear from you!

As a Life Insurance Broker, you’ll work with qualified leads to identify each customer’s insurance requirements and deliver the best solution for their needs. As a digital home and auto brokerage that works with over 130,000 Canadians, we know that many of them also have life insurance needs. That’s where you come in! You bring strong attention to detail while consistently delivering a high level of professional customer service. You are driven by success, thrive on meeting or exceeding goals and enjoy being rewarded for your hard work. You excel in a fast-paced environment and are committed to ensuring that your customers’ needs are met in a timely and effective manner. This role will be hybrid, working out of our Toronto (or Welland), ON location.

What do you bring?

• A results-oriented professional with a strong work ethic and a drive for success with a proven track record of exceeding sales targets
• Ambition to lead an emerging life brokerage with high growth potential
• High energy with the ability to multi-task in a fast-paced environment
• Strong commitment to teamwork with excellent communication skills
• 1-4 years of experience in insurance, preferably life insurance
• Experience in managing a high-volume pipeline
• Great Computer Skills navigating multiple screens and platforms with a proficiency in Outlook, Excel and Word

Key Accountabilities

Responsibilities of the Insurance Broker will include but not limited to:

• Meet or exceed monthly sales goals
• Manage the sales cycle from end-to-end
• Provide advice and quotes which ensure the most appropriate product is offered
• Assess risks, calculate premiums, bind coverage and prepare documentation
• Maintain knowledge of current underwriting rules, product features and other industry changes
• Deliver a high level of friendly, professional service
• Work in a team, collaborating with various stakeholders
• Complete administrative duties as required, ensuring complete and adequate documentation for all customer policies and files
• Service policies when needed
• Be active in continuous process optimization
• Positively Interact with industry partners and internal stakeholders

What do we offer?

• Competitive salary with an exciting incentive compensation framework including uncapped compensation/commission
• Full benefits after 90 days - no deductions to your pay
• 3 weeks paid vacation to start
• Your birthday off paid
• Free lunches every other Friday
• Multiple social engagements throughout the year
• RRSP opportunities with company match after 1 year of employment
• Casual dress environment

Now that we've told you a little about us, we'd like to learn more about you.

Rates.ca Group Ltd. is an equal opportunity employer and is committed to providing a recruitment process that respects the dignity and independence of all candidates, and we will accommodate people with disabilities throughout the recruitment and selection process. Applicants are encouraged to make their needs known in advance if accommodation is required.

We thank all applicants for their interest in a career with Rates.ca Group Ltd. Due to the volume of applications we receive, we may be unable to reply to all applicants. Only those candidates being considered are being contacted.