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. 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 opportunity (Monday to Friday) with base salary and commissions.
A great opportunity for growth and development for someone looking to grow their career in financial services.
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 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/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, 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 which includes a base salary plus commission, paid medical and dental benefits and more.
A great opportunity for growth and development for someone looking to build on their career in financial services.

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 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.

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.

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.

Financial Advisor - Trilingual (Mandarin & Cantonese)

中文金融服务代表
(Please see below for the English language version of this Job Description.)

作为Co-operators保险的独家理财顾问，您是一个拥有企业家精神的领导者。通过Co-operators保险的全力支持，您可以独立管理并运营自己的团队。作为我们签约的独立理财顾问，您需要和社区建立牢固可靠的联系，并维持长久的客户关系。通过使用Co-operators保险的技术、工具和流程，您将帮助加拿大用户评估、确定并执行理财方案，满足他们的财务安全需求。
 
Financial Advisor

开拓新客户，讨论风险管理和财务目标，与客户回顾财务状况，帮助他们做出明智的决定。
建立可靠的的社区关系，提高代理团队的知名度，开拓业务机会，促进销售，达到增长目标。
制定和执行商业计划、运营计划和营销计划，支持可持续发展战略，帮助社区获得财务安全。
招募并挑选人才，指导员工，管理团队表现，促进员工发展并达到团队目标。
确保持有所需的执业执照，遵守道德行为守则，遵守公司规定、行业标准与法律准则。
 
职位描述

开拓新客户，讨论风险管理和财务目标，与客户回顾财务状况，帮助他们做出明智的决定。
建立可靠的的社区关系，提高代理团队的知名度，开拓业务机会，促进销售，达到增长目标。
制定和执行商业计划、运营计划和营销计划，支持可持续发展战略，帮助社区获得财务安全。
招募并挑选人才，指导员工，管理团队表现，促进员工发展并达到团队目标。
确保持有所需的执业执照，遵守道德行为守则，遵守公司规定、行业标准与法律准则。
 
岗位要求

定期拜访客户与社区居民，与他们进行会面。
您需要有自己的交通工具，驾照与保险。
可以为失去亲人或出现财务损失的客户提供支持，要求对客户隐私高度保密。
在招聘过程中，如果成功入选，最后录取结果将取决于您的Criminal Record与Consumer History调查结果。
 
理想人选

专注自信，不被困境难倒，奋力追求目标，达到目标。合理分配时间与资源，管理销售组合。
以客户为中心，制定计划，扩大市场份额，有创新性，提高运营效率。
沟通能力强，可以影响或劝说他人采取互惠互利的行动。
结合团队与公司目标，善于改变，创造高效率与高业绩的文化。
通过批判性思维指导决策过程，应用战略思维，根据优先级别，调整业务计划。
 
加入我们

有3-5年保险行业或相关行业的管理经验
大学以上相关专业学历 • 持有Life license和General Insurance license，持有Mutual Funds license可作为加分项
正在或已经完成以下证书中的一个：CFP, CLU, CHFC 或 Accredited Financial Planning Designation
 
Search our current job opportunities; https://cooperators.talentnest.com/en/jobs
Each job posting includes a link for applying by location and submitting your resume online.
 
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.
You must be Trilingual Mandarin & Cantonese speaking 
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 autopac 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 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.

Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. It’s a culture guided by solid leadership and collaboration from every member of our organization.
The Opportunity:
The Client Support Representative supports the agent and agency staff to provide an exceptional client experience. You’ll perform administrative and general office duties, while interacting with clients and assisting colleagues on a regular basis.
Your Qualifications:
You have strong communication and organizational skills and are proficient with the Microsoft Office suite and other data processing technology.
You are willing to obtain a provincial general insurance license within 3 months of being hired.

Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. It’s a culture guided by solid leadership and collaboration from every member of our organization.
The Opportunity:
The Client Support Representative supports the agent and agency staff to provide an exceptional client experience. You’ll perform administrative and general office duties, while interacting with clients and assisting colleagues on a regular basis.
Your Qualifications:
You have strong communication and organizational skills and are proficient with the Microsoft Office suite and other data processing technology.
You are willing to obtain a provincial general insurance license within 3 months of being hired.

Discover a better place to grow your career: a place that’s caring, engaging and rewarding. We’re proud of our diverse culture of trust and respect. It’s a culture guided by solid leadership and collaboration from every member of our organization.
The Opportunity:
The Client Support Representative supports the agent and agency staff to provide an exceptional client experience. You’ll perform administrative and general office duties, while interacting with clients and assisting colleagues on a regular basis.
Your Qualifications:
You have strong communication and organizational skills and are proficient with the Microsoft Office suite and other data processing technology.
You are willing to obtain a provincial general insurance license within 3 months of being hired.

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.
Become a Financial Advisor with The Co-operators

Summary:
The following are the requirements for this position:

Level 2 General insurance license
2 years experience in MPI with completion of all MPI courses (KAP course is recommended, but can be completed upon hire)
Willing to relocate to Dauphin MB
Experience in Commercial and Farm insurance is an asset
 What we offer:

Competitive base salary ($45k-$55k) plus bonuses
Training and development opportunities to grow your career with one of Canada’s Best Employers 
Opportunities to give back to your community  
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

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 Financial 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 life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
 

What you’re responsible for: 

Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.

Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.

Proactively complete client reviews focusing on life and wealth management products.

Prospect and cross sell all lines of business by completing needs analysis for 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.

Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.

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

 

 What to expect: 

You will travel occasionally.  

You are required to have a valid driver’s license and insurance.  

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

Extended work hours, including weekends, may be required during peak periods.  

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. 

 

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 build trusting relationships and provide guidance to support the development of peers.  

 

To join our team: 

Life License is required.

General or other Insurance License(s) may be required depending on the specialty focus for the role.

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

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


 

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.

Associate Insurance Advisor - Bilingual (Mandarin/Cantonese)

助理保险顾问
(Please see below for the English language version of this Job Description.)
我们的分销团队立志成为加拿大保险公司中客户参与度最高的领先者，致力于提供一个无缝对接和个性化的客户体验，致力于提供金融服务的解决方案，以满足客户的独特需求。一级助理保险顾问是支持和发展代理业务的关键人物，主要通过销售和服务Co-operators的个人线路产品（汽车和家庭保险），并可能为其他产品线提供支持。
 
您的职责: 

个人保险产品的销售、服务和赢利增长。
提供建议并推荐最能满足客户需求的保险和政策。
根据代理业务计划完成对客户的需求分析，从而发现并交叉销售所有业务线。
按照承保准则完成第一线的风险评估和选择。
确定哪些风险需要检查和重新检查。可能需要独自完成检查。
实现客户服务、销售、质量和生产力方面的个人目标。
支持建立多客户关系的计划。
回答客户的问题和疑虑，解决客户的投诉，并适当地上报问题。
 
我们期待什么: 

对客户的财务状况和其他个人信息进行严格的保密。
需要与客户直接接触或沟通。
需要拥有自己的车辆、有效的驾驶执照和保险。
周一至周六标准工作时间以外的轮班。
如果被选为候选人，将接受犯罪记录和消费者历史背景调查。
 
如何取得成功: 

保持专注和乐观，直到目标实现，并有效地管理时间，追求客户的满意度。
利用有关客户需求和情况的信息来确定销售机会，并表现出强大的沟通能力，能清楚地传达信息。
致力于持续改进和建立富有成效的客户关系，以超越客户的期望。
成为一个有效的团队成员，并提供指导以支持同伴的发展。
 
要加入我们的团队: 

必须拥有普通保险执照（或工作后两个月内获得）。
继续学习满足所有省级许可要求，以获得或更新所有许可证。
一年销售和服务经验或相关业务经验者优先。
了解汽车和财产保险产品以及销售技巧优先。
英语和普通话或广东话熟练。
  
我们能提供什么: 

与我们内部的高级财务规划专家团队以及财富规划、保险规划专家的资源的合作机会。
提供专业的内部培训和持续的职业发展支持。
有机会在Co-operators品牌的支持和支持下回馈社会。
有竞争力的薪酬待遇和福利计划。
 
搜索我们目前的工作机会; https://cooperators.talentnest.com/en/jobs
每个职位的发布都包含一个链接，用于按地点申请和在线提交简历。

Associate Insurance Advisor - Bilingual (Mandarin/Cantonese)
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.

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 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.       
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 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.       
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.