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Insurance Advisor

3 months ago

Toronto, Ontario, Canada Ontario Medical Association Full time

Are you looking to expand your skills and be part of an organization that is committed to the Equity, Diversity and Inclusion principles of
_Humility, Accountability, Collaboration, Courage, and Integrity_? Do you hold high the values of being respectful, bold, responsive, and transparent? Are you looking to join one of Greater Toronto's Top 2023 Employers? Then join the Ontario Medical Association's Insurance department.

The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients.

We continually seek to be the trusted voice in transforming Ontario's health care system by courageously pursuing best practices, new ideas, solutions and opportunities to improve.

The OMA has moved to a permanent hybrid work environment.

As such, the individual in this position will be required to work a minimum number of days in our Toronto office.


Job Summary*You Will Make a Difference By*- Working within a team-based approach in a busy insurance department you will contribute by proactively outreaching to members to complete the needs analysis, presenting concepts, composing and presenting detailed written solutions/recommendations.


  • Advising, educating and crossselling OMA Insurance solutions that include our retirement planning program and be knowledgeable with Group RRSP, TFSAs and RRIF products to be able to educate members on their retirement planning options through OMA insurance.
  • Providing ongoing service and support to new and existing members and their families.
  • Conducting over the phone consultations and adhoc inperson meetings to provide insurance solutions that meet and exceed the prescribed sales and retention targets.
  • Creating and following up on current and future business leads and renewals.
  • Building, developing, and maintaining strong relationships with local OMA Regional Managers, and key stakeholders to leverage networks, to foster relationships and ensure the value proposition relating to Insurance services is promoted and well understood.
  • Conducting and actively participating in relevant insurance and retirement planning based seminars, presentations as well as locally sponsored events to medical students, residents and practicing physicians to reinforce insurance needs.
  • Conducting mailings and phone calls based on departmental marketing initiatives
  • Assisting in the development and execution of marketing initiatives by presenting ideas for discussion and implementation and providing feedback based on insight gained from direct contact with members.
Requirements That Are Important to Us*- Bachelor's Degree in Business Management or equivalent

  • 6 years experience in the life/disability insurance field
  • Willingness to pursue the CFP, CLU designations is expected
  • Life Licensed in Ontario and in good standing to sell life and health insurance in identified provincial jurisdictions
  • Excellent knowledge and understanding of group life insurance, life insurance, disability income and health products
  • Willing to travel within Ontario on an adhoc basis
  • Passionate about Member Experience, ensuring that OMAI maintains its tradition of exceeding Member expectations
  • Excellent communication and interpersonal skills
  • Expertise with computerbased illustration and presentations
  • Experience with marketing insurance products to mid to moderate high net worth individuals and professionals.

What Do We Have to Offer You?

  • Fantastic opportunity to grow with the team and help shape the strategic direction of the OMA
  • Paid professional development and continuous inhouse learning
  • Friendly and dynamic work environment
  • Competitive salary and bonus program
  • Exceptional group benefits package, including a spending account and a robust wellness program

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