Company Description Greatway Financial Inc. is a Canadian Managing General Agency (MGA) dedicated to helping families build financial protection through life insurance and related solutions. Partnering with leading insurance providers across Canada, Greatway supports individuals, families, and business owners in strengthening their long-term financial security. The organization emphasizes education, needs-based guidance, and trusted relationships so clients can make informed decisions about their future.

Greatway is also a professional growth platform, offering licensing, training, and ongoing development to agents from diverse backgrounds. Guided by the philosophy “Investing in Happiness, Investing in You,” Greatway fosters a nationwide community focused on protecting families and enhancing financial security.

Role Description This is a versatile remote role for an Insurance Broker at Greatway Financial Inc.

The Insurance

Broker will consult with clients to assess their financial protection needs and recommend suitable life, illness and disability, mortgage protection, business insurance, and estate planning solutions. Day-to-day responsibilities include meeting with prospective and existing clients, explaining insurance products in clear, accessible language, and preparing tailored proposals and quotes.



The role involves maintaining accurate records, submitting applications, following up on underwriting processes, and ensuring compliance with regulatory and company standards.

The Insurance

Broker will also engage in ongoing training, participate in team meetings, and use digital tools to build and manage a client portfolio while contributing to Greatway’s culture of collaboration and community impact.

Qualifications

- Strong client advisory skills, including needs-based analysis, relationship building, and clear, empathetic communication.
- Experience or interest in life insurance and related products such as illness and disability coverage, mortgage protection, business insurance solutions, and estate planning.
- Ability to work independently in a remote environment, manage time effectively, and maintain organized client and policy records.
- Comfort with digital tools and CRM systems for virtual client meetings, documentation, and ongoing client support.
- Provincial life insurance licensing (or eligibility and willingness to obtain licensing) and commitment to continuing education and professional development.
- High ethical standards, a client-first mindset, and alignment with Greatway’s philosophy.

📌 Insurnace broker (Canada)
🏢 Greatway Financial
📍 Canada