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Westland Insurance Ltd.
5+ YOECandidates need 5+ years of B2B sales or client acquisition in group insurance or employee benefits, a life licence (LLQP), strong knowledge of group health, dental, life and disability products, CRM and Microsoft Office skills.
CRM systems, Microsoft Office Suite
Navacord: The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities.
Candidates need detail-driven analytical skills, strong Microsoft Office skills, and good communication abilities. Group benefits experience, SQL, LLQP (or willingness to earn it), and a bachelor's degree or college diploma are assets or preferred.
Outlook, Excel, Word, SQL
Richardson Wealth Ltd
3+ YOECandidates need 3 to 5+ years in insurance administration or case coordination, strong knowledge of life insurance products, customer service training, bilingual English and French, and a LLQP Life License (Quebec) or willingness to obtain licences across Canada.
Microsoft Office, back-office administration system
Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…
Candidates need proven customer service, estates, insurance or sales experience, a business degree or diploma, and LLQP certification or willingness to get it. Strong attention to detail and critical thinking are expected.
insurance illustration software
Sun Life Assurance Company of Canada
Candidates need a college or university degree, some professional experience, strong communication skills, and self-discipline. Assets include business development skills, the LLQP licence, or a mutual fund licence.
Motivate others, Sales, LLQP
Bank of Montreal
5+ YOECandidates need a post-secondary degree, at least five years of individual life insurance experience, and a life insurance licence (Quebec licensing preferred). Strong knowledge of life, group and investment insurance products, plus fluent French and English, is required.
Eqisoft, Centralize
Morgan Stanley: Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management…
10+ YOECandidates need an active LLQP life insurance licence, a post-secondary degree preferred, and 10+ years of Canadian insurance distribution or wealth management experience. Experience with wealth firms or MGAs and insurance platform builds is required, and bilingual English and French is an asset.
DTCC, iPipeline, CRM systems, Illustration tools
Primerica - Toronto, ON: Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees who support over 151,000…
Candidates need a high school diploma, with a finance or business degree as a plus, and sales, customer service or financial experience is an advantage. Strong communication, attention to detail and an interest in helping people make financial decisions are essential.
CRM software, financial management tools
Ontario Medical Association
6+ YOECandidates need a university degree or equivalent experience, six to nine years advising high-net-worth clients on insurance or financial planning, and an LLQP designation. Experience with Salesforce or a similar CRM and strong knowledge of insurance, retirement and compliance are also required.
Salesforce
Ontario Medical Association
3+ YOECandidates need a university degree or college diploma in finance, commerce, marketing or business administration, plus three to four years of experience presenting to large groups. They also need the LLQP certificate, a valid Ontario driver's licence, and strong presentation, communication and public speaking skills.
Sales, CMA, Presentation skills, Coordinate events, LLQP, Leadership
Aplin
1+ YOECandidates need an LLQP or Level 2 general insurance licence with travel insurance experience, or an A&S licence. At least 12 months of travel insurance customer support experience and strong communication skills are required.
supplier portals, CRM
Billyard Insurance Group
3+ YOEBillyard Insurance Group needs candidates with a proven record in insurance sales or brokerage leadership and an active RIBO licence (or willingness to convert an OTL). Candidates need at least 3 years of insurance sales experience and a demonstrated ability to generate new business.
Broker Management System, comparative rating tools, AI-driven underwriting platform
Billyard Insurance Group
3+ YOECandidates need an active RIBO licence (or willingness to convert an OTL), at least 3 years of insurance sales experience, and a proven record of winning new business and building client relationships. Experience in the local South Simcoe market is an advantage.
BIG proprietary AI-driven underwriting platform, Analytics platform
Billyard Insurance Group
3+ YOECandidates need an active RIBO licence (or willingness to convert an OTL), at least 3 years of insurance sales experience, and a proven ability to win new business. Designations such as CAIB, CIP or CRM, an LLQP licence, and experience managing brokers are preferred.
AI-driven underwriting platform, Lead management platform, Analytics platform
Billyard Insurance Group
2+ YOECandidates need a valid life insurance licence such as LLQP in Ontario, at least 2 years of life insurance sales or financial services experience, and a CFP, CLU or PFP designation. An acceptable credit rating and a bachelor's degree in finance or business are preferred.
CRM tools, Digital platforms, Proprietary AI-driven underwriting software
Raymond James Ltd.
5+ YOECandidates need five or more years of client-facing financial planning experience, a college or university diploma in business or finance, and the CFP designation. They also need extensive knowledge of Canadian planning and investment accounts, strong presentation skills, and recent experience with Conquest Planning or Naviplan.
Conquest Planning, Naviplan, Microsoft Office
Randstad Canada
5+ YOECandidates need at least 5 years of administrative or operational experience, including 3 years in life insurance. They need a solid understanding of insurance products, strong Microsoft Excel and Word skills, and great attention to detail.
Microsoft Excel, Microsoft Word
19 companies