Qualifications: College, CEGEP, or other non‑university certificate or diploma from a program of 1 year to 2 years or equivalent experience.
Languages
English
Education
College, CEGEP, or other non‑university certificate or diploma from a program of 1 year to 2 years or equivalent experience.
Experience
2 years to less than 3 years.
On site: Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Insurance company
Responsibilities
- Calculate premiums
- Establish client insurance coverage
- Provide customer service
- Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Administer estate, personal, charitable,
corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Credentials
- Registered Insurance Brokers of Ontario (RIBO) licence
Experience and specialization
- Financial planning
Additional information
- Tight deadlines
- Attention to detail
- Fast‑paced workplace
- Work under pressure
- Large caseload
Personal suitability
- Client focus
- Judgement
- Organized
- Reliability
- Team player
- Dependability
- Due diligence
Benefits
- Commission
- Group insurance benefits
Employment groups
Equal employment opportunities for all job applicants, including those self‑identifying as a member of these groups: Support for newcomers and refugees.
Supports newcomers and/or refugees with foreign credential recognition.