Mortgage Advisor

Jobtailor; Toronto; On-site; CAD 45,000 - 75,000; Full time

Job summary

Jobtailor is seeking an Insurance Advisor in Toronto to proactively engage with new and existing clients by phone and digital tools. You will assess financial needs, recommend insurance solutions, and help clients become retirement ready using planning tools.

The role requires a Life License (CIRO) or LLQP certification, strong communication and relationship-building skills, and the ability to work with a Branch Manager and support teams. Hybrid or flexible scheduling may apply.

Qualifications

• Bachelor degree or 2+ years of relevant experience
• Valid sales and service experience (preferably in insurance)
• Strong knowledge and passion of retail insurance products
• Experience doing business over the phone
• Strong knowledge and understanding of Insurance Industry and Compliance
• Availability on a variable schedule Monday to Friday between 8am to 8pm
• Excellent communication skills, both written and verbal
• Strong relationship building skills
• Strong problem solving skills
• Adaptable and resourceful
• A valid and active Life License (CIRO), or courses completed (LLQP certification) allowing you to obtain the license immediately following the hire.

Responsibilities

• Proactively call and take calls from new and existing insurance and investment clients
• Engage with individual insurance clients over the phone and through digital tools
• Assess clients' financial needs and recommend appropriate insurance solutions
• Help clients be 'retirement ready' using planning tools
• Work closely with Branch Manager and support teams
• Maintain registration and licensing in good standing as an Insurance Advisor
• Identify continuous improvement opportunities to enhance client experience

Skills

Strong communication skills

Relationship building

Problem solving

Adaptable

Compliance understanding

Education

LLQP Certification

Life License (CIRO)

Job description

• Proactively call and take calls from new and existing insurance and investment clients
• Engage with individual insurance clients over the phone and through digital tools
• Assess clients' financial needs and recommend appropriate insurance solutions
• Help clients be 'retirement ready' using planning tools
• Work closely with Branch Manager and support teams
• Maintain registration and licensing in good standing as an Insurance Advisor
• Identify continuous improvement opportunities to enhance client experience

Requirements

• Bachelor degree or 2+ years of relevant experience
• Valid sales and service experience (preferably in insurance)
• Strong knowledge and passion of retail insurance products
• Experience doing business over the phone
• Strong knowledge and understanding of Insurance Industry and Compliance
• Availability on a variable schedule Monday to Friday between 8am to 8pm
• Excellent communication skills, both written and verbal
• Strong relationship building skills
• Strong problem solving skills
• Adaptable and resourceful
• A valid and active Life License (CIRO), or courses completed (LLQP certification) allowing you to obtain the license immediately following the hire.

Core Competencies

Demonstrates expertise in assessing financial needs and recommending insurance solutions while maintaining compliance and licensing as an Insurance Advisor. Strong communication and relationship-building skills are essential for engaging with clients and enhancing their experience.

Highest-signal resume keywords

• Bachelor Degree
• Life License (CIRO)
• Insurance Industry Knowledge
• Sales and Service Experience
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Insurance Solutions Assessment
• Financial Needs Analysis
• Client Engagement
• Retirement Planning Tools
• Compliance Understanding

Soft Skills

• Relationship Building
• Problem Solving
• Adaptability
• Resourcefulness

Certifications & Qualifications

• LLQP Certification

Industry Keywords

• Retail Insurance Products
• Insurance Advisor
• Client Experience Enhancement