As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

The Opportunity: Commercial Specialist in Simcoe, ON
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.
As the Commercial Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.  

 

How you will create impact:

Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals.

Completing risk assessments and commercial inspections in accordance with underwriting guidelines.

Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.  

Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required.

Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities. 
 


How you will succeed:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.

You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.  

You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions. 


 

To join our team:

You have 2-3 years of experience in commercial insurance sales and business development.

You have a post-secondary education in a related discipline.

You hold a General insurance license.

You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.


 

What you need to know:

You are required to have your own vehicle, valid driver’s license and insurance.

You will travel regularly.

This role involves direct contact with clients and/or service providers in their environment.  

Extended work hours, including evenings and weekends, will be required.   

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Full time, client facing, in-office employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, plus paid medical and dental benefits and more.
A great entry level role with room to grow and develop knowledge and skill for a career in the insurance industry.
Bilingual (English/French) is a requirement for this role.
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Customer Service and Insurance Sales Representative is responsible for providing quality customer service, underwriting and sales to new and existing clients, face to face within the agency office environment as well as over the telephone.
What you’re responsible for:

Quote and sell basic automobile and property insurance to clients in accordance with the sales quality call flow, sales processes and underwriting guidelines.
Advise and coach clients on what type of coverage/policy would best meet their needs with some guidance as needed.  
Identify and make recommendations for additional products/services that benefit the client.  
Provide fundamental front line underwriting during client transactions and in determining whether a client qualifies for a quotation. 
 
What to expect:

This role operates within an agency office environment with a combination of face to face client interaction as well as call center duties, where a high level of audio and visual concentration is required for extended periods of time. 
Work hours – Monday to Friday 9am to 5pm.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
Achievement of set goals for customer service, sales, quality and productivity with guidance and support.  
To be successful:

You influence change and are committed to continuous improvement, exceed client expectations.   
You leverage critical thinking skills to identify problems and proactively propose solutions.  
Your strong communication skills allow you to clearly convey messages.   
You’re an effective team player who shares knowledge to support your peers.  
 
To join our team:

General insurance license along with insurance sales and service experience is an asset.
Completed Post-secondary education is an asset.
Knowledge or ability to learn selling techniques.
Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
Working toward CIP designation is an asset.

What we offer: 

Training and development opportunities to grow your career with one of Canada’s Best Employers. 
Flexible work options and paid time off to support your personal and family needs. 
A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. 
Paid volunteer days to give back to your community. 
A comprehensive total rewards package, including competitive salary, bonus, pension and benefits.  

As the Commercial Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.     
What you’re responsible for: 

Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals. 
Completing risk assessments and commercial inspections in accordance with underwriting guidelines. 
Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.    
Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required. 
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.    
To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.  
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.    
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.   
To join our team: 

You have 2-3 years of experience in commercial insurance sales and business development.  
You have a post-secondary education in a related discipline.  
You hold a General insurance license. 
You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.  
What to expect:  

You are required to have your own vehicle, valid driver’s license and insurance.  
You will travel regularly.  
This role involves direct contact with clients and/or service providers in their environment.    
Extended work hours, including evenings and weekends, will be required.   
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. 

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Full time in office employment opportunity in our Napanee or Hawkesbury office (Monday to Friday, 9am to 5pm) with base salary, plus bonus, paid vacation, personal and volunteer days, plus paid medical and dental benefits.
A great role with room to grow and develop knowledge and skill.
Apply today!
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

What we offer:

Training and development opportunities to grow your career with one of Canada’s Best Employers.   

Opportunities to give back to your community.   

A competitive compensation package and benefits program.

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
 

 What you’re responsible for:  

Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.

What to expect: 

You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.  
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required. 
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.   
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.     
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.    
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.   
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.   

To join our team: 

You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
What we offer:

Training and development opportunities to grow your career with one of Canada’s Best Employers.   
Opportunities to give back to your community.   
A competitive compensation package and benefits program.

As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.

 What you’re responsible for:  

Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.

What to expect: 

You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You are required have your own vehicle, valid driver’s license and insurance.  
You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required. 
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.   
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.     
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.    
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.   
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.   

To join our team: 

You have 3-5 years of people leadership experience or related business experience.
You have completed post-secondary education, a degree or diploma issued by an accredited college or university. 
You possess or willing to obtain a Life license (LLQP) and a General Insurance license (OTL); with a Mutual Funds license considered an asset.
You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
What we offer:

Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialist.
Training and development opportunities to grow your career with one of Canada’s Best Employers.   
Internal resources to support marketing and advertising needs. 
Opportunities to give back to your community with the backing and support of Co-operators brand.
A competitive compensation package and benefits program.

Become a Financial Advisor with The Co-operators

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

As the Life Insurance Specialist, you will focus on developing and deepening client relationships by providing high quality sales and service advice in life and group insurance. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth through outbound prospecting and new client acquisitions.
What you’re responsible for:
• Contributing to the development and sustainable growth of life and group insurance portfolios and providing client-centric solutions and services.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote life and group insurance offerings.
• Conducting needs analyses, reviewing client financial goals, providing education and recommendations in alignment with Know Your Client requirements, selling new policies, and documenting required changes or updates.
• Conducting regular reviews of client insurance plans, responding to client inquiries, and identifying additional sales opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
To join our team:
• You have 2-3 years of experience in Sales, Business or Marketing, including experience in the financial services industry.
• You have a post-secondary education in a related discipline.
• You hold a Life License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), or Professional Financial Advisor (PFA) designation(s).
• Having working knowledge and experience selling life and group insurance products is an asset.
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Full time employment opportunity with base salary and commissions, paid medical and dental benefits and more.
A great opportunity for continued growth and development for someone looking to build on their insurance industry career.

Apply today!
As the Commercial Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.     
What you’re responsible for: 

Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals. 
Completing risk assessments and commercial inspections in accordance with underwriting guidelines. 
Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.    
Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required. 
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.    
To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.  
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.    
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.   
To join our team: 

You have 2-3 years of experience in commercial insurance sales and business development.  
You have a post-secondary education in a related discipline.  
You hold a General insurance license. 
You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.  
What to expect:  

You are required to have your own vehicle, valid driver’s license and insurance.  
You will travel regularly.  
This role involves direct contact with clients and/or service providers in their environment.    
Extended work hours, including evenings and weekends, will be required.   
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. 

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Full time employment opportunity with base salary, plus commissions and paid medical and dental benefits.
A great opportunity, with growth and development, for someone passionate about financial services and holistic financial planning.
Apply today!
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and/or a Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle and a valid driver’s license.
• You will travel regularly.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Full time in office employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, paid vacation, personal and volunteer days, plus paid medical and dental benefits.
A great role with room to grow and develop knowledge and skill.
Apply today!
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

What we offer:

Training and development opportunities to grow your career with one of Canada’s Best Employers.   

Opportunities to give back to your community.   

A competitive compensation package and benefits program.

Full time in office employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, paid vacation, personal and volunteer days, plus paid medical and dental benefits.
A great role with room to grow and develop knowledge and skill.
Apply today!

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

What we offer:

Training and development opportunities to grow your career with one of Canada’s Best Employers.   

Opportunities to give back to your community.   

A competitive compensation package and benefits program.

Full time in office employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, paid vacation, personal and volunteer days, plus paid medical and dental benefits.
A great role with room to grow and develop knowledge and skill.
Apply today!

Summary:
The General Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as farm and/or commercial. General Insurance Advisors identify prospects in both personal and business markets, determine needs and as a trusted insurance advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance). 
What you're responsible for: 

Support development of the agency operation through the sales and profitable growth of personal lines and specialty lines insurance products.
Proactively complete client reviews, including prospecting and cross selling all lines of business by completing needs analysis for all clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection following underwriting guidelines.
Complete home, commercial and farm inspections as required.
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Support programs to build multi-client relationships. 
Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
Support the agency team in their daily activities.
What to expect:

You are required to have a valid driver’s license.
Strict confidentiality with respect to client’s financial status and other personal information.
This role involves direct contact with clients and/or service providers in their environment.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
Regular office environment with some evening work required and some travel outside of the office.
To be successful:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
You’re an effective team player and provide guidance to support the development of your peers.
To join our team:

General Insurance License(s) is required.
Meet all provincial-licensing requirements.
A minimum of two (2) years sales experience or related business or marketing experience is preferred. 
Knowledge of insurance products and strong underwriting skills is an asset.
Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office. 
Valid driver’s license may be required. 
The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
What we offer:

Training and development opportunities to grow your career with one of Canada’s Best Employers.   
Opportunities to give back to your community.   
A competitive compensation package and benefits program.

Full time in office employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, paid vacation, personal and volunteer days, plus paid medical and dental benefits.
A great role with room to grow and develop knowledge and skill.
Apply today!

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

What we offer:

Training and development opportunities to grow your career with one of Canada’s Best Employers.   

Opportunities to give back to your community.   

A competitive compensation package and benefits program.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

What we offer:

Training and development opportunities to grow your career with one of Canada’s Best Employers.   

Opportunities to give back to your community.   

A competitive compensation package and benefits program.

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.