Job Overview We are seeking a driven and results-oriented Insurance & Investment Broker to join our growing brokerage. In this role, you will help clients protect and grow their financial future by connecting them with tailored insurance and investment solutions. This is an excellent opportunity for individuals with strong sales acumen, financial insight, and a passion for client relationships to thrive in a fast-paced, high-reward environment.

Key Responsibilities

- Proactively develop new business through outside sales, referrals, networking, telemarketing, and targeted marketing initiatives
- Assess client needs and recommend appropriate insurance products (life, health, disability, etc.) and investment solutions (retirement planning, savings plans, wealth-building strategies)
- Build and maintain long-term relationships with clients to ensure satisfaction, retention, and ongoing financial guidance
- Analyze client financial situations to design customized insurance and investment strategies
- Provide exceptional customer service by addressing inquiries, resolving concerns, and offering expert financial advice
- Negotiate terms, premiums, and financial solutions to achieve optimal outcomes for clients and the organization
- Stay informed on industry trends, market conditions, and regulatory requirements related to insurance and investments
- Maintain accurate and organized records of client interactions, sales activities, and financial plans using CRM and sales tools

Qualifications

- Proven experience in sales (outside sales, retail, telemarketing, or financial services preferred)
- Background in insurance, financial services,



or investments is a strong asset
- Strong analytical skills to evaluate client needs and recommend suitable solutions
- Excellent communication and interpersonal skills, both verbal and written
- Demonstrated ability to negotiate and close sales while building lasting client relationships
- Customer-focused mindset with the ability to manage diverse client needs professionally
- Knowledge of marketing and prospecting strategies to generate leads and grow a client base
- Self-motivated with strong time management skills and the ability to meet or exceed sales targets
- Experience with CRM or sales administration tools is an asset
- Must be 18 years or older

Why Join Us?

- Competitive commission structure with high earning potential
- Ongoing training and professional development in both insurance and investment products
- Supportive team environment with opportunities for growth opportunities
- Flexibility and independence in managing your own client portfolio

Join our brokerage as an Insurance & Investment Broker and take the next step in your career by helping clients protect what matters most while building long-term wealth.

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

Pay: $30,000.00-$111,708.93 per year

Expected hours: 20.0 - 40.0 per week

Benefits :

- Company events
- Employee stock purchase plan
- Flexible schedule
- Stock options
- Work from home

Application question(s):

- Are you over the age of 18?
- Are you authorized to work in Canada or USA?
- Can you read and write English?

Work Location: Hybrid remote in Edmonton, AB T6L 3L6

📌 Insurance and Invesment Broker (Edmonton)
🏢 Wealth Managment Services
📍 Edmonton