Life Insurance Advisor — Hybrid with Commission

Royal City Recruitment; Milton; Hybrid; CAD 65,000 - 75,000; Full time

Job summary

Royal City Recruitment is seeking a Life Insurance Specialist for a full-time hybrid position in Canada. The role involves selling life and group insurance, engaging with prospects, and building a strong sales pipeline while delivering client-focused financial guidance.

The ideal candidate has 2–3 years in sales within financial services, holds a Life License in good standing, and is pursuing a CFP/CLU/PFA designation. Expect extended hours and occasional travel.

Qualifications

• 2–3 years of sales experience, including financial services.
• Post-secondary education in a related discipline.
• Life License in good standing.
• Working towards a Financial Planning designation (CFP/CLU/PFA).
• Experience selling life and group insurance products is an asset.

Responsibilities

• Contribute to growth of life and group insurance portfolios and provide client-centric solutions.
• Engage with prospects to build a sales pipeline and develop marketing plans for life and group insurance offerings.
• Perform needs analyses, review client goals, educate and recommend per Know Your Client requirements, sell policies and document updates.
• Conduct regular reviews of client plans, respond to inquiries, identify additional sales opportunities.
• Participate in events to raise brand awareness and cultivate community contacts to maximize new business.

Skills

Sales experience

Communication skills

Self-motivated

Education

Post-secondary education in a related discipline

Life License in good standing

Financial Planning designation in progress (CFP/CLU/PFA)

Job description

Royal City Recruitment is seeking a Life Insurance Specialist for a full-time hybrid position in Canada. The role involves selling life and group insurance, engaging with prospects, and building a strong sales pipeline while delivering client-focused financial guidance.

The ideal candidate has 2–3 years in sales within financial services, holds a Life License in good standing, and is pursuing a CFP/CLU/PFA designation. Expect extended hours and occasional travel.