Life & Financial Advisor (Sales)

Billyard Insurance Group (BIG) is a leader in the insurance industry dedicated to building a culture that reflects our core values. At BIG weThink BIGby exceeding expectations and creating lasting value for our clients industry and communities. WeAct with Integrityby upholding honesty transparency and respect in everything we do. Our clients are at the center of our decisions as we embrace aClient FirstAlwaysmindset. We believe in the power of teamwork toAchieve More Together combining strengths to deliver meaningful solutions. Finally weInnovate with Purposeby leading the digital insurance revolutionconsistentlydriving quality enhancing client service and empowering brokers.With over 80 locations across Canada and recognition as one of Canadas Top Growing Companies BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation collaboration and excellence.As a Life & Financial Advisoryoulljoin an award-winning people-first brokeragethatstransforming how Canadians experience financial advice. Backed by a trusted brand innovative AI-driven technology and dedicated service and training supportyoullhave the tools and flexibility to build a thriving clients protect what matters most and plan for their future with confidence all while growing your business in a collaborative high-performance environment that rewards integrity independence and results.
What does the Life & FinancialAdvisor doAs a Life & Financial Advisoryoullbe a trusted partner to yourclientsby helping them protect what matters mostplan for the future and make confident financial yourexpertisein insurance and financial planning with a genuine commitment to client care building relationships that last a lifetime.
Hereswhat your day-to-day will look like:

• Understand and advise: Conduct in-depth assessments of each clients life insurance and financial needs recommending customized solutions that protect their family income and legacy.
• Deliver a seamless experience: Guide clients through the application and policy issuance process with professionalism ensuring accuracy clarity and trust every step of the way.
• Build lasting relationships: Develop and nurture strong connections withindividual family and business clients to drive long-term loyalty and retention.
• Support your clients for life: Manage renewals and policy updates proactively making sure clients always have the right coverage at the right time.
• Drive growth: Develop and execute smart sales strategies that attract new clients while uncovering opportunities to expand relationships with existing ones.
• Educate and empower: Help clients understand their financial options from life and health protection to broader financial planning concepts so they can make informed confident decisions.
• Collaborate for success: Work closely with your team and other departments to ensure clients experience seamless service and consistent communication.
• Stay compliant and ethical: Uphold provincial insurance regulations compliance standards and organizational policies in every transaction.
• Stay ahead of the curve: Keep up to date with market trends competitor offerings and emerging financial solutions to better serve clients and drive innovation.
• Track and grow:Monitoryour performance metrics set meaningful goals and celebrate progress toward both personal and organizational success.
• Keep learning:Participatein ongoing training and professional development to deepen yourexpertiseandmaintaina competitive edge.
• Represent with integrity:Maintainaccuraterecords handle all documentation carefully and embody our values of trust transparency and accountability.

Does this sound like youYourea trusted financial professional who genuinely cares about helping clients protect what matters most andplan for the futurewith right in if you:

• Communicate complex financial and insurance concepts clearly helping clients make informed confident decisions.
• Put the client first - delivering personalized ethical and value-driven solutions that meet their unique life and financial goals.
• Build strong lasting relationships based on trust transparency and genuine care.
• Understand life insurance living benefits and personal financial planning and can connect these to real client needs.
• Navigate provincial regulations and compliance requirements with professionalism and accuracy.
• Approach every conversation as an opportunity to educate advise and create long-term value.
• Adapt quickly to changing market conditions and evolving client priorities.
• Use proven sales strategies to attract new clients and strengthen existing relationships.
• Confidently negotiate and advocate for solutions that balance client benefit and organizational success.
• Work collaboratively with colleagues sharinginsightsand supporting a culture of shared success.
• Analyze client data and market trends toidentifyopportunities for growth and improvement.
• Manage the full lifecycle of policies from onboarding and documentation to renewals andreviews withprecision and care.
• Use CRM tools and digital platforms to stay organized responsive and connected to your clients.
• Demonstrate integrity accountability and professionalism in everything you do.

Qualifications:

• Must hold a valid life insurance license (e.g. LLQP) in the province of operation
• Minimum of 2 years of experience in life insurance sales or financial services with a proven sales and servicetrack record
• Either a Certified Financial Planner (CFP) Chartered Life Underwriter (CLU) or Personal Financial Planner (PFP) designation
• An acceptable credit ratingdemonstratingappropriatefinancial managementskills
• Bachelorsdegree in finance business administration or a related field is preferred.
• Relevant professional certifications are an asset.

What We OfferJoin an award-winning organization recognized for innovation growth and industry leadership. We empower you to thrive with the tools technology and support to take your career to the next level.

• Lucrative Compensation: Enjoy a competitive uncapped commission structure and ownership in your book of business - because your success should be your reward.
• Access to Warm Leads: Gain exclusive access to an existing Property & Casualty book of business giving you qualified prospects and cross-sell opportunities right from day one.
• Leading-Edge Technology: Our proprietary software combines AI-driven underwriting analytics and lead management to make doing business in the broker channel smarter faster and more profitable.
• Recognized Industry Leader: Proud winner of the IBC Digital Innovation Award and Broker of the Yearwereknown as a true disruptor with a bold brand and strong online presence.
• Unmatched Sales & Service Support: From digital leads and sales workflows to a dedicated service team managing your bookwevebuilt the systems that help you focus on growth.
• Broad Market Access:Leverageour strongcarrierrelationships to offer more choice value and confidence to your clients.
• Strong Inspiring Leadership: Backed by an award-winning CEO and an active industry-experienced boardyoullbe guided by proven success.
• People-First Culture: We put our people at the center of everything we do - fostering collaboration innovation and genuine support.
• Flexibility That Fits You: Work remotely from anywhere in Ontario or join us in our modern Welland office - the choice is yours.

Our Commitment to Diversity Inclusion and BelongingBillyard Insurance Group is committed to building a transparent environment where everyone feels heard welcomed and included. We believe Diversity Inclusion and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud equal-opportunity workplace that is committed to equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability or gender identity.Our Commitment to AccessibilityBillyard Insurance Group is committed to developing an inclusive barrier-free recruitment process and work environment. Should you require any accommodation please inform us and we will work with you to meet your accessibility needs. For any accessibility-relatedassistance requests for information in accessible alternative formats or to report any accessibility problems please contact us or 905.346.2190 ext. 10112.

Required Experience:

Unclear Seniority

Employment Type : Full-Time
Experience: years
Vacancy: 1