Life Insurance Agent (12 Month Contract)

CAA Club Group; Vaughan; On-site; CAD 40,000 - 70,000; Full time

Benefits offered by this job

Holistic wellness program

Best-in-class recognition programs

Great working environment

Job summary

The Licensed Insurance Agent position at CAA Club Group in Vaughan, Canada focuses on assessing clients' life and health insurance needs and presenting tailored plans. You will guide applicants through the underwriting process and stay up-to-date on products from represented companies.

You will record client interactions, manage sales activity, and ensure compliance with industry regulations while contributing to our award-winning culture and exceptional customer experiences.

Qualifications

• Post-secondary education in Business Administration or Finance.
• Insurance license and LLQP designation required.
• Experience in a sales role and selling life insurance.

Responsibilities

• Decipher life insurance needs and provide suitable plans.
• Guide clients through the application process.
• Record and update client interactions and sales activities.
• Ensure compliance with policies and regulations.

Skills

Sales experience

Insurance license

LLQP designation

Life insurance sales

Education

Business Administration / Finance degree

Job description

About Us

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.

About Us

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,


• Best-in-class recognition programs, and so much more.

Join our growing team where everyone belongs!

Position Details

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.

What You Will Do

• 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

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.

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

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.