Life Insurance Specialist

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

Job Title:Life Insurance Specialist

Job Type:Full-Time- Hybrid

Compensation:$65,000-$75,000 + Commisions

We are seeking a motivated and knowledgeable Life Insurance Specialist to join the team. The ideal candidate will have a strong understanding of life insurance products, excellent communication & sales skills, and a passion for helping clients make informed decisions about their financial security.

Key Responsibilities

• Contributing to the development and sustainable growth of life and group insurance portfolios and providing client-centric solutions and services.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote life and group insurance offerings.
• Conducting needs analyses, reviewing client financial goals, providing education and recommendations in alignment with Know Your Client requirements, selling new policies, and documenting required changes or updates.
• Conducting regular reviews of client insurance plans, responding to client inquiries, and identifying additional sales opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

To Be Successful

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

Qualifications

• You have 2-3 years of experience in Sales, Business or Marketing, including experience in the financial services industry.
• You have a post-secondary education in a related discipline.
• You hold a Life License and it is in good standing
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), or Professional Financial Advisor (PFA) designation(s).
• You have working knowledge and experience selling life and group insurance products is an asset.

What to expect

• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate