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Licensed Insurance Advisor

Licensed Insurance Advisor

Optimize Wealth ManagementToronto, ON, Canada
3 days ago
Job type
  • Full-time
Job description

We are looking for a Licensed Insurance Advisor to join our team. This role requires expertise in the insurance industry, with a focus on providing exceptional advisory services to clients. As a Licensed Insurance Advisor, you will be responsible for managing client relationships, assessing insurance needs, and recommending suitable solutions. The ideal candidate will have a client-focused approach, strong industry knowledge, and the ability to navigate complex policies and regulatory requirements.

Responsibilities

  • Conduct insurance needs analyses for clients to recommend tailored solutions.
  • Provide advice on life, health, and other insurance products, ensuring clients are informed about their options.
  • Assist clients with policy applications, renewals, and claims processing.
  • Maintain up-to-date knowledge of insurance products, market trends, and regulations.
  • Build and maintain strong relationships with clients through regular communication and follow-ups.
  • Collaborate with internal teams and insurance carriers to address client inquiries and fulfill service requests.
  • Ensure all client interactions and documentation comply with industry regulations and company policies.
  • Prepare client presentations, proposals, and reports to support advisory discussions.

Job Requirements

Must-have :

  • A valid insurance license
  • 3-7 years of experience as a Licensed Insurance Advisor or in a similar role.
  • Comprehensive understanding of insurance products, policies, and industry regulations in Canada.
  • Strong interpersonal skills with a proven ability to build rapport and trust with clients.
  • Exceptional organizational and time management skills.
  • Proficiency in Microsoft Office and insurance-specific software tools.
  • Ability to work full-time, in person.

    • What’s in it for you?

  • Competitive salary and incentives.
  • Opportunity to work in a growing, dynamic, and high-performing company in the downtown financial district.
  • Comprehensive benefits package, including health, dental, and professional development support.