Remote Life & Financial Advisor with AI Tools

Billyard Insurance; Welland; Hybrid; CAD 50,000 - 100,000; Full time

Job summary

A leading insurance company is seeking a Life & Financial Advisor in the Niagara Region. You will help clients protect their assets and plan for the future, using innovative technology and a people-first approach. With a robust support system, you can cultivate lasting relationships and drive your business growth. Ideal candidates will hold a valid life insurance license and have experience in financial services. This role offers flexible working arrangements between remote and office options.

Benefits

Competitive, uncapped commission structure

Access to warm leads

Leading-edge technology

Unmatched sales & service support

Strong leadership

Flexibility in working location

Qualifications

• Must hold a valid life insurance license (e.g., LLQP).
• Minimum of 2 years of experience in life insurance sales or financial services.
• Proven sales and service track record.

Responsibilities

• Conduct assessments of client’s life insurance and financial needs.
• Guide clients through the application and policy issuance process.
• Develop and nurture strong connections with clients.

Skills

Client communication

Financial advising

Sales strategies

Relationship building

Education

Bachelor’s degree in finance or business administration

Certified Financial Planner (CFP) or equivalent

Tools

CRM tools

AI-driven technology

Job description

A leading insurance company is seeking a Life & Financial Advisor in the Niagara Region. You will help clients protect their assets and plan for the future, using innovative technology and a people-first approach. With a robust support system, you can cultivate lasting relationships and drive your business growth. Ideal candidates will hold a valid life insurance license and have experience in financial services. This role offers flexible working arrangements between remote and office options.