College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
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
Tasks
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
Certificates, licences, memberships, and courses
Registered Insurance Brokers of Ontario (RIBO) licence
Experience and specialization
Area of specialization
Financial planning
Additional information
Work conditions and physical capabilities
Tight deadlines
Attention to detail
Fast-paced environment
Work under pressure
Large caseload
Personal suitability
Client focus
Judgement
Organized
Reliability
Team player
Dependability
Due diligence
Benefits
Financial benefits
Commission
Group insurance perks
Employment groups
This employer promotes 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