Who We Are

Blue Pearl Mortgage Group Inc. is a growing financial services organization focused on helping Canadians access mortgage, lending, credit, and insurance solutions tailored to their individual needs.

As we continue to expand our insurance division, we are looking for an experienced Insurance Manager who can help build and scale the business while maintaining a strong focus on client experience, sales performance, and relationships with leading life insurance providers.

Job Overview

We are seeking an experienced Insurance Manager to lead and grow our life insurance business.

This is a hands-on leadership role suited for someone who has a strong track record in life insurance sales, including experience working with larger and more complex policies, while also having the ability to coach, manage, and develop a high-performing insurance sales team.

The successful candidate will be comfortable working directly with clients, advisors, insurance carriers, and internal leadership. You will be responsible for driving insurance production, improving sales performance, supporting larger cases, strengthening relationships with insurance providers, and helping develop the systems and processes required to scale the division.

This role is ideal for someone who understands both the sales and operational sides of the life insurance business and wants the opportunity to take ownership of a growing division.

Key Responsibilities

- Lead the day-to-day performance and growth of the insurance sales team
- Coach, mentor, and develop insurance advisors to improve conversion, production, and overall sales performance
- Personally support and close larger, higher-value, or more complex life insurance opportunities
- Develop strategies to increase insurance sales, policy size, client penetration, and overall division revenue
- Build and maintain strong relationships with life insurance carriers, providers, MGAs, underwriters,



and other industry partners
- Work with insurance providers to understand product offerings, underwriting appetite, service standards, and opportunities for strategic alignment
- Assist advisors with case design, product selection, illustrations, underwriting strategy, and complex client situations
- Review sales pipelines and identify opportunities to improve lead conversion, placement ratios, and policy issuance
- Establish clear KPIs and performance expectations for the insurance team
- Conduct regular coaching, pipeline reviews, and performance meetings
- Develop sales processes, scripts, training programs, and best practices that can be implemented across the insurance division
- Collaborate with our mortgage and lending teams to identify appropriate insurance opportunities within our existing client base
- Work closely with leadership on recruiting, compensation structures, growth initiatives, and expansion of the insurance division
- Ensure sales activities and client interactions are conducted in accordance with applicable regulatory, licensing, carrier, and company requirements
- Monitor industry trends, product changes, and carrier developments that may create current opportunities for the business

Qualifications & Experience

- Demonstrated experience selling life insurance, with a strong history of successfully closing large policies
- Experience working with larger face-value policies, affluent clients, business owners, or more complex insurance cases is strongly preferred
- Previous experience managing, leading,



or coaching an insurance sales team
- Strong knowledge of life insurance products, underwriting processes, case design, and insurance sales strategies
- Established experience working directly with life insurance carriers, MGAs, underwriters, and insurance providers
- Proven ability to manage a sales pipeline and improve team production and conversion
- Strong closing, negotiation, and client relationship skills
- Ability to coach both experienced and developing insurance professionals
- Strong analytical skills with the ability to evaluate production metrics and identify opportunities for improvement
- Excellent communication and relationship-management skills
- Entrepreneurial mindset with the ability to operate effectively in a fast-growing environment
- Highly organized, accountable, and comfortable taking ownership of results
- Appropriate insurance licensing and industry qualifications required for the role

What We’re Looking For

We are looking for more than someone who can manage schedules and monitor a sales team.

The right candidate should be a proven insurance professional who understands how to generate business, structure and close significant policies, develop advisors, and build productive relationships with insurance providers.

You should be equally comfortable sitting with a client on a large case, coaching an advisor through an opportunity, speaking with an underwriter or carrier, and working with senior leadership on how to grow the division.

This is an opportunity to play a meaningful role in building and scaling an insurance business within a growing financial services organization.

Pay: $120,000.00-$150,000.00 per year

Benefits:

- Casual dress
- Company events
- Dental care
- Flexible schedule
- Life insurance
- On-site gym
- On-site parking
- Paid time off

Work Location: In person

📌 Life Insurance Manager, Salary & Bonus (Surrey)
🏢 Blue Pearl Mortgage Group
📍 Surrey