Licensed Insurance & Investment Advisor | Build Your Own Book of Business Company: Experior Financial Group Inc. | Elite Leadership Position Type: Independent, commission-based opportunity

Location:
Canada | Flexible, remote business development About the OpportunityAre you a licensed insurance or investment professional looking for a platform with competitive compensation, stronger training, and hands-on support to help you grow your business? Elite Leadership, operating with Experior Financial Group, is looking to connect with professionals who want to develop their own book of business while gaining access to the training, mentorship, and operational support needed to build a sustainable financial services practice. This chance is particularly suited to professionals who already hold relevant licences and want to strengthen their client acquisition, case management, compliance knowledge, and overall business development capabilities.

What You'll Do
• Build and develop your own client base through relationship management, referrals, and business development.
• Conduct client fact-finding and needs analyses to understand financial protection and investment objectives.
• Help clients explore appropriate insurance and investment solutions within your licensing, authorization, and applicable regulatory requirements.
• Prepare client recommendations and supporting documentation, including Reason Why Letters and other applicable suitability records.
• Learn and navigate the end-to-end application, underwriting, compliance, and submission process.




• Develop your knowledge of carrier requirements, case preparation, and policy placement.
• Maintain professional client relationships and identify opportunities for ongoing service and business growth. Training, Mentorship & SupportOne of the key focuses of our team is helping professionals understand the complete business process, rather than leaving them to figure it out independently. Depending on your experience and needs, support may include:
• Practical guidance on client discovery, fact-finding, and needs analysis.
• Training on compliance documentation, suitability considerations, and product recommendations.
• Step-by-step guidance through applications, underwriting requirements, and case submissions.
• Mentorship to help you develop your sales process, professional confidence, and client relationships.
• Guidance on building and managing a growing book of business.
• Continued learning as you expand your knowledge across insurance and investment solutions. Compensation & Business DevelopmentThis is an independent, commission-based opportunity rather than a salaried employment position. Compensation is based on applicable commission schedules, contractual terms,



and any eligible bonus arrangements. Earnings depend on business production, persistency, licensing, and other applicable conditions. There is no guaranteed income. The opportunity is designed for professionals who want to develop their own client base and grow their business over time. Who We're Looking For
• Currently licensed in life insurance, investments, or a relevant financial services discipline, as applicable to the role.
• Experience in insurance, investments, financial services, or an established client-facing advisory environment.
• An interest in growing a personal book of business and developing long-term client relationships.
• A willingness to learn and follow applicable compliance, documentation, and submission procedures.
• Strong communication, organizational, and relationship-building skills.
• An entrepreneurial mindset and a commitment to professional development. Professionals with existing client relationships, industry experience, or a desire to improve their current business platform are encouraged to connect. Interested in Exploring the Opportunity?If you're looking for a platform where you can develop your business while strengthening your technical knowledge, compliance processes, and client service capabilities, we'd welcome a conversation. Apply through LinkedIn to discuss your experience, business goals, and whether this opportunity aligns with what you're looking for. Build your book. Strengthen your process. Develop your business.

📌 Finance Associate (Toronto)
🏢 Elite leadership
📍 Toronto