Life Insurance Agent

CAA Club Group; Vaughan; On-site; CAD 42,000 - 68,000; Full time

Benefits offered by this job

Work-life harmony

Continuous learning opportunities

Travel incentives

Defined contribution pension plan

Complimentary CAA Membership

Job summary

A leading insurance provider in York Region is seeking a Licensed Insurance Agent. You will assess client needs for life insurance and provide optimal insurance plans. Responsibilities include guiding clients through applications and ensuring compliance with regulations. Ideal candidates will have a post-secondary degree and a valid Insurance License. Offering a competitive benefits package and opportunities for performance-based advancement.

Qualifications

• Must have Insurance License and LLQP Designation.
• Experience in a previous Sales role.
• Experience selling life insurance is required.
• Experience selling life insurance is required.

Responsibilities

• Decipher life insurance needs and provide plans.
• Guide clients through the application process.
• Prepare and format life and health quotes for client review.
• Handle client objections and concerns.
• Ensure sales activities adhere to regulations.
• Monitor sales funnel for efficient follow ups.

Skills

Sales experience

Client relationship management

Insurance knowledge

Education

Post-secondary education in Business Administration, Finance or related field

Job description

Overview

About Us CC&G Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.

CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people’s needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.

Who We Are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:

• Work-life harmony with access to an award-winning holistic wellness program
• Continuous learning through our robust corporate curriculum and education reimbursement program
• Incredible rewards, travel incentives, and product and service discounts
• Pay-for-performance and best-in-class recognition programs
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more

Join our growing team where everyone belongs!

Position Details

What You Will Do

The Licensed Insurance Agent will be responsible for deciphering life insurance needs and providing insurance plans to meet client needs. They will also guide clients through the application process, stay up to date on all products offered by represented companies, and accurately record and update client interactions and sales activities.

• Prepare and format life and health quotes for client review
• Handle client objections and concerns accordingly
• Ensure sales activities adhere to company policies, industry, and legal regulations
• Monitor sales funnel for efficient follow ups and conversion rates

Who You Are

• Post-secondary education in Business Administration, Finance or a related field
• Must have Insurance License and LLQP Designation
• Experience in a previous Sales role
• Experience selling life insurance is required

What’s In It For You

• Competitive total compensation and benefits package
• Annual shared success program based on performance
• Annual merit increases based on performance
• DC Pension Plan with a matching contribution component
• Complimentary CAA Membership

Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.

Please note that we may use AI tools to help us through the recruitment process.

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs