- Proactively call and take calls from new and existing insurance and investment clients- Engage with individual insurance clients over the phone and through digital tools- Assess clients' financial needs and recommend appropriate insurance solutions- Help clients be 'retirement ready' using planning tools- Work closely with Branch Manager and support teams- Maintain registration and licensing in good standing as an Insurance Advisor- Identify continuous improvement opportunities to enhance client experienceRequirements- Bachelor degree or 2+ years of relevant experience- Valid sales and service experience (preferably in insurance)- Strong knowledge and passion of retail insurance products- Experience doing business over the phone- Strong knowledge and understanding of Insurance Industry and Compliance- Availability on a variable schedule Monday to Friday between 8am to 8pm- Excellent communication skills, both written and verbal- Strong relationship building skills- Solid problem solving skills- Adaptable and resourceful- A valid and active Life License (CIRO), or courses completed (LLQP certification)



allowing you to obtain the license immediately following the hire.Core CompetenciesDemonstrates expertise in assessing financial needs and recommending insurance solutions while maintaining compliance and licensing as an Insurance Advisor. Strong communication and relationship-building skills are essential for engaging with clients and enhancing their experience.Highest-signal resume keywords- Bachelor Degree- Life License (CIRO)- Insurance Industry Knowledge- Sales and Service Experience- Communication SkillsATS Optimization KeywordsHard Skills- Insurance Solutions Assessment- Financial Needs Analysis- Client Engagement- Retirement Planning Tools- Compliance UnderstandingSoft Skills- Relationship Building- Problem Solving- Adaptability- ResourcefulnessCertifications & Qualifications- LLQP CertificationIndustry Keywords- Retail Insurance Products- Insurance Advisor- Client Experience Enhancement#J-18808-Ljbffr

📌 b Mortgage Advisor At Nesto (Toronto)
🏢 Jobtailor
📍 Toronto