Insurance Advisor jobs in Canada

Business Line: Personal Lines, Sales

Hours Per Week: 35 (Full-Time)

Location: Windsor, Hamilton, Oshawa, Sudbury, Timmins, Toronto, Mississauga, and Ottawa – Hybrid (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent / Travel will be required to attend tradeshows and networking events

The Leisure Client Executive is responsible for developing and retaining a profitable portfolio of marine and watercraft, RV & trailers, and classic car clients. This role requires a licensed RIBO professional who is passionate about specialty risks, has strong production experience, and demonstrates the ability to successfully round out accounts across multiple lines of business. The Client Executive will also support sub-brokers in growing specialty business and have the capability to place risks across different provinces.

• Business Development
  • Prospect and secure new leisure accounts through community engagement, marina/dealer partnerships, and referrals.
  • Build and maintain a pipeline of qualified leads to achieve new business growth targets.
  • Attend leisure specialty events, shows, and community activities to represent and build the NFP brand.
  • Support sub-brokers with expertise, guidance, and market access to help expand leisure product offering.
  • Place and manage leisure business across multiple provinces in alignment with licensing and regulatory requirements.
• Account Rounding & Market Relationships
  • Identify opportunities to cross-sell and upsell additional products such as home, auto, umbrella, and other specialty coverages.
  • Convert monoline clients into multi-line accounts to improve retention and profitability.
  • Develop strong working relationships with leisure-friendly carriers and wholesalers.
  • Negotiate coverage and pricing to meet client needs.
• Compliance and Administration
  • Accurately process new business applications within established timelines.
  • Maintain up-to-date and complete new client files in Epic and Salesforce systems.
  • Ensure full compliance with regulatory standards and company policies during new business onboarding.

• RIBO Level 2 License (mandatory) or willing to obtain within 6 months. Additional provincial licensing would be an asset
• Demonstrated success in producing new business in the insurance industry.
• Strong knowledge of leisure products and other insurance products.
• Proven ability to round out accounts across multiple lines of business.
• Experience supporting sub-brokers and leveraging carrier relationships.
• Excellent interpersonal, communication, and negotiation skills.
• High attention to detail and strong organizational skills.
• Familiarity with Epic and Salesforce systems
• Active enthusiast with hands-on experience in watercraft, RVs, and classic cars would be considered an asset
• Established relationships with marinas, dealerships, and leisure lifestyle communities would be considered an asset
• Experience with higher-value specialty markets would be considered an asset
• Ability to place specialty risks across different provinces would be considered an asset

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ Canadian, U.K, and U.S. office locations. To learn more, please visit https://nfp.ca

• Hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including Women in Insurance Cancer Crusade (WICC), Food Banks Canada, Indspire Canada and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.