Life Insurance Agent

WizeHire, Inc; Eastern Ontario; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading financial services company in Ontario is seeking a motivated financial service professional to join their team. This role focuses on providing clients with financial security through various investment and insurance solutions. Candidates should possess strong relationship management skills and the ability to communicate complex financial concepts. The position offers comprehensive training and support to help you succeed in your career, with competitive compensation up to $150,000 annually.

Benefits

Medical and dental insurance

Long-term disability insurance

Life insurance

Comprehensive training program

Qualifications

• Ability to successfully network to prospect new potential clients is a must.
• Candidates need to be able to communicate complicated concepts.
• Maintaining strong principles such as honesty and integrity is essential.

Responsibilities

• Provide peace of mind to clients while helping them navigate financial challenges.
• Stay abreast of insurance industry protocols and policy changes.
• Create customized financial plans using offered products and services.
• Employ a research-based approach to financial advice and strategies.

Skills

Competitive

Enterprising

Coachable

Communicative

Relationship management

Job description

About Our Mission

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

Join the New York Life Team

Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future.

Training, Support, and Professional Development

New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.

About New York Life

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Financial Service Professionals

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC). A Licensed Insurance Agency – Equal Opportunity Employer M/F/D/V.

Benefits

Full‑time agents and their dependents are immediately eligible for medical, dental, vision, long‑term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.

Responsibilities

• We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses.
• This is not just a sales job, it’s a career with purpose and opportunity.
• You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction.
• Employ a research‑based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals.
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long‑term relationships as a reliable financial service professional.
• Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan.
• Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs.
• Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.

Qualifications

• Competitive
• Enterprising
• Coachable
• Communicative
• Ability to successfully network to prospect new potential clients is a must.
• Relationship management skills are required.
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity.

Compensation

$100,000 - $150,000 at plan.

About NYL – Lance Gillman

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:

• A promise to work with you to build a strong financial future for both you and your clients.
• #73 on Fortune 100 in 2020.
• A leading company with many agents qualifying for MDRT 2 years after year.
• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); & Fitch (AAA) as of 9/12/19.
• Full benefits when hired and 3 separate pensions.

Equal Opportunity Employer

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

Contact

Lance Gillman, Senior Partner, New York Life.