Life & Financial Producer
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
