Client Advisor – Insurance & Financial Services

JOHN BROWN INSURANCE & FINANCIAL SERVICES

Client Advisor – Insurance & Financial Services

Sales • Client Relationships • Career Growth

This Isn’t Just Another Insurance Job.

It’s an opportunity to build a long-term career with an established, growing agency that believes in investing in its people. For more than 38 years, John Brown Insurance & Financial Services has helped thousands of individuals, families, and business owners protect what matters most.

Our success has never been built on selling policies.

It’s been built on earning trust, building relationships, and delivering exceptional client experiences.

As our agency continues to grow, we’re looking for someone who shares those same values.

Who We Are

We are proud to be one of the area’s established Desjardins Insurance agencies.

Every day we help clients with:

• Auto Insurance
• Home Insurance
• Tenant Insurance
• Condo Insurance
• Business Insurance
• Life Insurance
• Critical Illness Insurance
• Disability Insurance
• Health & Dental Plans
• Retirement and Financial Solutions

But what we really do…

…is provide people with confidence and peace of mind.

Why Join Our Agency?

We know you have choices.

So why choose us?

Because we don’t simply hire employees.

We develop professionals.

We’re building an agency where people can build careers—not just collect paycheques.

When you join our team, you’ll receive:

• Structured onboarding
• Step-by-step training
• Ongoing coaching
• Sales development
• Regular feedback and mentorship
• Clear expectations
• Opportunities for advancement
• A supportive, team-oriented culture

We invest in our people because we believe our people are our greatest asset.

The Opportunity

This position is primarily focused on sales and relationship building, while also providing outstanding ongoing service to our existing clients.

Every conversation is an opportunity to educate, advise, and protect clients—not simply process transactions.

You’ll work with both new and existing clients to help them make informed insurance decisions while identifying opportunities to improve their protection.

What You’ll Be Doing

Every day will be different, but your responsibilities will include:

Building Relationships

• Connecting with prospective and existing clients
• Conducting insurance reviews
• Understanding clients’ changing needs
• Becoming a trusted advisor

Sales

• Quoting Auto, Home, Business, Life, and Health insurance
• Presenting recommendations
• Closing new business
• Identifying cross-selling opportunities
• Asking for referrals

Client Service

• Policy changes
• Renewals
• Billing questions
• Claims support
• Documentation
• Follow-up

Teamwork

Working closely with experienced team members who genuinely want to see you succeed.

Who We’re Looking For

We’re not necessarily looking for someone with the most insurance experience.

We’re looking for someone with the right attitude.

Someone who is:

✔ Positive

✔ Professional

✔ Coachable

✔ Organized

✔ Driven

✔ Curious

✔ Honest

✔ Accountable

✔ Friendly

✔ Competitive

✔ Relationship-focused

✔ Motivated to succeed

You’ll Love This Role If…

You enjoy:

Talking to people.

Helping others.

Learning new things.

Being challenged.

Working toward goals.

Celebrating success.

Building relationships.

Growing professionally.

Making a difference.

You May Not Enjoy This Role If…

You prefer doing the same thing every day.

You dislike talking with people.

You struggle with change.

You don’t enjoy learning.

You prefer working with little accountability.

You aren’t comfortable asking for business.

We believe in being honest about what success looks like.

Experience

Experience in any of these areas would be considered an asset:

• Insurance
• Sales
• Banking
• Financial Services
• Retail Leadership
• Customer Service
• Automotive Sales
• Telecommunications
• Hospitality

Don’t have insurance experience?

That’s okay.

We hire for attitude, character, and potential.

We can teach insurance.

What Success Looks Like

Our best team members:

Take initiative.

Follow up consistently.

Think like business owners.

Look for opportunities.

Support their teammates.

Take pride in their work.

Continue learning.

Treat every client like family.

What We Offer

Competitive salary

Performance-based commissions

Bonus opportunities

Paid training

Licensing support

Professional development

Career advancement

Supportive leadership

Established client base

Modern technology

A positive team culture

Long-term career potential

Our Culture

Culture isn’t just something we talk about.

It’s something we intentionally build.

Our agency values:

Integrity

Respect

Professionalism

Teamwork

Continuous Learning

Accountability

Growth

Positive Attitudes

Exceptional Client Experiences

Your Career Path

This position isn’t a dead-end job.

Top performers have opportunities to grow into:

Senior Client Advisor

Senior Insurance Specialist

Life Insurance Specialist

Commercial Insurance Specialist

Sales Coach

Team Leader

Office Manager

Leadership positions

As our agency grows, so do the opportunities.

About John Brown

For more than 38 years, John Brown has built a reputation for doing business the right way.

His philosophy is simple:

Treat every client with honesty.

Always do what’s right.

Build relationships before transactions.

Invest in people.

Never stop learning.

Those values continue to guide everything we do today.

Ready to Join Our Team?

If you’re looking for more than just another job…

If you want to build a career…

If you want to work with people who support your growth…

If you want your effort to determine your success…

We’d love to hear from you.

Apply today with your resume and tell us why you’d be a great addition to the John Brown Insurance & Financial Services team!!