Job Overview

We are seeking a motivated and entrepreneurial Life Licensed Advisor to join our growing team. This role is ideal for an advisor who is confident in building business independently through prospecting, referrals, networking, and relationship development.

You will focus on helping individuals, families, and business owners identify their tax and financial planning needs and recommend appropriate financial solutions from our partners. While you take the lead on business development and client relationships, our firm provides full administrative support so you can stay focused on what you do best: building relationships, advising clients, and closing business.

Our company focuses on skill and professional development of our agents. We welcome applicants want to fully dive in the rewarded career of responsible financial advisor. Our training ranges from basic marketing to advanced tax planning strategy, and NO, we don’t do relationship sales. We have an internal accounting firm to provide exclusive support and training to our team.

This is an excellent opportunity for an advisor who wants the independence to grow their own book of business, while still benefiting from a supportive team setting, strong operational backing, and competitive compensation.

What You’ll Do

- Build and grow your own client base through prospecting, referrals, networking, and community relationship-building
- Meet with individuals, families, and business owners to identify their financial needs
- Conduct fact-finding and needs analyses for clients and recommend suitable financial solutions including: Income Protection Solutions, Retirement Solutions, Tax Planning Solutions,



Corporate Solutions and Estate Solutions etc.
- Explain product features, benefits, limitations, and relevant tax considerations clearly and professionally
- Present illustrations, proposals, and recommendations to clients
- Convert prospects into clients by building trust, presenting suitable solutions, and closing sales effectively
- Maintain strong client relationships through follow-up, ongoing service, and periodic policy reviews
- Operate in a professional, compliant, and ethical manner at all times
- Stay current on product knowledge, carrier updates, and regulatory requirements

Full Administrative Support

As a licensed agent, you will be supported by our internal administrative team. Advisors in this position are expected to focus primarily on business development, client meetings, and case presentation, while our team assists with the back-end process.

Our support includes:

- Completing and processing application forms and related paperwork
- Coordinating underwriting requirements
- Following up on outstanding documents and requirements
- Communicating with underwriters
- Managing case administration and policy processing

This means you do not need to spend your time handling paperwork, medical coordination, or underwriting follow-up on your own.





What We’re Looking For

- Valid life license
- Minimum 1 year of experience in sales, advisory, or related roles preferred
- Excellent communication and client-facing ability
- Self-motivated, entrepreneurial, and results-driven
- Professional, ethical, and compliance-minded
- Comfortable using CRM systems

Preferred Assets

- CFP, CLU, CHS, or similar designation, or currently working toward one
- Experience with business owners, corporate insurance, high-net-worth clients, or estate planning cases
- Minimum 1 year of experiences in sales, advisory, or related roles preferred
- Basic understanding of tax and estate planning concepts is an asset
- Bilingual skills such as English/Mandarin/Cantonese/French/Korean/Japanese etc. are an asset

Compensation & Support

- Commission-based compensation
- Competitive bonus opportunities based on production and performance
- Full administrative support
- Training and professional development support
- Flexible work arrangement: office-based, hybrid, or remote depending on fit and structure

Why Join Us

- Professional Development, instead of typical relationship sales.
- Focus on revenue-generating activities instead of paperwork
- Strong back-office support for applications, medicals, and underwriting follow-up
- Prospect to grow your own book of business with independence
- Supportive team environment with training and operational resources
- Ideal for advisors who want both flexibility and professional support

Job Types: Full-time, Part-time, Freelance

Pay: $35,700.00-$200,000.00 per year

Work Location: Remote

📌 Independent Life Insurance Advisor (Canada)
🏢 DZ Financial
📍 Canada