Life & Financial Producer

Ottawa, Ontario
IDj-67057
Job TypeFull Time
Remote TypeOn-Site
Compensation$50000 / yr

Are you an ambitious insurance sales professional with a passion for building lasting relationships and providing exceptional financial solutions? We are seeking a Life & Financial Producer to join our dynamic team. This role is ideal for an individual who thrives in a client-focused environment and possesses strong organizational, analytical, and sales skills. Embrace the opportunity to be recognized as an expert in life insurance while leveraging your tech-savvy nature.

Why Join Us?

  • Create and manage your own portfolio with a focus on long-term client retention.
  • Benefit from a lucrative renewal commission structure as your business grows.
  • Enjoy ownership of your book of business with opportunities for professional growth and equity.
  • Receive support from a dedicated service team, allowing you to concentrate on sales and advising.
  • Utilize AI-driven tools and systems to enhance efficiency and success rates.
  • Flexible work options, including remote or hybrid arrangements.
  • Be part of a team backed by a well-established, award-winning brand.
 

Key Responsibilities:

  • Prospect and convert leads for life, health, and financial insurance sales.
  • Deliver timely and accurate quotes to clients.
  • Recommend tailored coverage based on individual client needs.
  • Implement effective follow-up strategies to close sales.
  • Ensure a seamless and professional client experience from start to finish.
  • Develop long-term relationships to support client retention and referrals.
  • Adhere to underwriting guidelines and regulatory standards.
  • Manage documentation, client records, and payment coordination.
  • Achieve and exceed sales and business quality targets.
  • Identify opportunities for cross-selling across a wide range of products.
 

Qualifications:

 

Must-Haves:

  • Valid LLQP license in good standing.
  • At least 2 years of experience in Life & Health insurance sales.
  • Knowledge of life & financial products such as segregated funds, group life/health, and retirement planning.
  • A minimum of $25,000 FYC annually in the past 2 consecutive years.
  • Credit score of 680 or higher.
  • Proven success in prospecting, closing, and retaining clients.
  • Degree in any discipline or Insurance Diploma from a recognized Canadian institution.
  • Excellent communication skills in English, both verbal and written.
  • Proficient in using digital tools and platforms.

Nice-to-have:

  • Professional designations such as CFP or CSC.
  • Fluency in additional languages.
  • Residency in the Greater Ottawa area.
 

Are You the Right Fit?

  • You possess an entrepreneurial spirit and are driven to expand your client base.
  • You are goal-oriented and excel in building enduring relationships.
  • You are a great listener and communicator with a genuine desire to help others.
  • You embrace technological tools to deliver outstanding service.
  • You maintain professionalism and positivity in challenging situations.
  • You thrive in managing your own schedule and business.
  • You seek the potential for uncapped commissions and long-term income.
  • You take pride in contributing to team success and upholding a positive reputation.
 

Earnings Potential:

This is a Commission Only position with competitive new and renewal commission structures. Earnings potential varies based on performance, with approximate annual potential as follows:

  • Year 1: $50,000 – $70,000+
  • Year 2: $70,000 – $120,000+
  • Year 3: $100,000 – $150,000+
 

For inquiries, please contact:

Vickey Adams
Insurance Recruiter
289.969.7448
vickey@jobbornsolutions.com
JOB-BORN Executive Search Inc.
www.jobbornsolutions.com

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