Life Insurance Broker

Billyard Insurance Group - Bolton; Bolton; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage is seeking a Life & Financial Advisor to help clients secure their financial future. The ideal candidate will have a valid life insurance license, a minimum of 2 years in life insurance sales, and a passion for client success. Your role includes identifying client needs, managing policy applications, and building strong relationships in a hybrid work environment. This position offers ongoing support, technology, and professional development opportunities.

Benefits

Industry-leading proprietary technology

Ongoing education and professional development

One-on-one mentorship

Collaborative work culture

Qualifications

• Must hold a valid life insurance license in the province of operation.
• Minimum of 2 years of experience in life insurance sales.
• Proven sales and service track record required.

Responsibilities

• Identify client insurance and financial needs.
• Build and maintain strong client relationships.
• Manage policy applications and renewals.

Skills

Communication skills

Relationship-building

Proactivity

Client-focused approach

Team collaboration

Education

Life insurance license (LLQP)

Certified Financial Planner (CFP)

Bachelor’s degree in finance

Job description

Overview

Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today\u2019s dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada\u2019s Top Brokerages list for the past three years and securing a spot as one of Canada\u2019s Top Growing Companies in Globe and Mail\u2019s Report on Business. At Billyard Insurance Group, our mission is to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.

LIFE & FINANCIAL ADVISOR

Take Your Career to the Next Level with BIG!

What does the Sales Broker do?

As a Life & Financial Advisor, you play a crucial role in helping individuals, families, and businesses secure their financial future. You will :

• Identify client insurance and financial needs, providing tailored solutions for life insurance and personal financial products.
• Build and maintain strong relationships with clients, offering expert guidance and ensuring continued support.
• Manage policy applications, renewals, and changes to provide a seamless client experience.
• Proactively develop new business opportunities while nurturing leads from our P&C brokers and Personal Lines book.
• Stay informed on industry trends and regulatory requirements to deliver informed and compliant financial solutions.
• Collaborate with colleagues to enhance client service and contribute to the growth of your branch.

Does this sound like you?

We’re looking for individuals who embody our values and have the skills to succeed. You might be the right fit if you :

• Are passionate about helping clients make informed financial decisions and protect their future.
• Have excellent communication and relationship-building skills.
• Are driven and proactive, with the ability to generate new business and capitalize on opportunities.
• Thrive in a hybrid work environment, balancing client meetings, networking, and business development.
• Value integrity, professionalism, and a client-first approach.
• Enjoy working in a collaborative, high-performance team environment with mentorship and ongoing professional development.

Qualifications

Required :

• Must hold a valid life insurance license (e.g., LLQP) in the province of operation
• Minimum of 2 years of experience in life insurance sales or financial services, with a proven sales and service track record
• Either a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), or Personal Financial Planner (PFP) designation
• An acceptable credit rating, demonstrating appropriate financial management skills

Asset

• Bachelor\u2019s degree in finance, business administration, or a related field is preferred.
• Relevant professional certifications are an asset.

What We Offer

At BIG, we believe in investing in our brokers\u2019 success. We provide :

• Industry-leading proprietary technology to streamline underwriting, quoting, and policy management.
• Ongoing education and professional development to help you continuously refine your expertise.
• A hybrid work environment, giving you the flexibility to build your business and manage your personal life.
• A strong national brand with an established presence and a collaborative, growth-focused culture.
• Hands-on support to help you build your book of business and close more cases
• Access to top carrier products and advanced sales tools
• Opportunities to learn from experienced advisors who are producing at a high level
• One-on-one mentorship and training directly from the Managing Partner

Our Commitment to Diversity, Inclusion and Belonging

Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.

Our Commitment to Accessibility

Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please contact us at or 4167026062