Life Broker

**Life Insurance Broker - Sales and Growth Lead**

Are you a motivated, life-licensed broker that thrives on new business development?

Are you motivated by the opportunity of being rewarded for your hard work?

Do you want the opportunity to work with an experienced leadership team in building a great life brokerage?

At RATESDOTCA Group Ltd., we aim to help every Canadian make better money decisions. We help consumers find the best insurance rates, mortgage rates, credit cards and banking products—all online—by offering comprehensive product comparisons, educational content, industry news, and financial tools like calculators, renewal reminders and rate alerts. We display the options and choices available, so consumers can make confident money decisions and purchases. Our efforts don’t stop at our consumer-facing brands. We also work directly with the country’s top insurers, banks, credit unions and brokers to help them improve their tools and technology to give Canadians more choice and better products.

**Opportunity**

As a Life Insurance Broker you will work closely with your customers to identify their insurance needs and find the best option/solution for them. You bring strong attention to detail while continuing to deliver a high level of professional customer service. You are driven by success and meeting or exceeding goals and thrive on being rewarded for your hard work. You enjoy working in a fast-paced environment and have a commitment to ensuring that your customer’s needs are met in a timely and effective manner.

**What do you bring?**
- A results-oriented professional with a strong work ethic and a drive for success
- Ambition to lead an emerging life brokerage with high growth potential

High energy with the ability to multi-task in a fast-paced environment
- Strong commitment to teamwork with excellent communication skills
- Great Computer Skills navigating multiple screens and platforms with a proficiency in Outlook, Excel and Word

**Key Accountabilities**

Responsibilities of the Insurance Broker will include but not limited to:

- Meet or exceed monthly sales goals
- Identify prospects, set appointments and make effective qualifying sales calls - managing the sales cycle from end-to-end
- Provide advice and quotes which ensures the most appropriate product is offered
- Effectively position Scoop Financials’ and our insurer partner's value proposition
- Perform front-line underwriting ensuring risks meet partner guidelines
- Assess risks, calculate premiums, bind coverage and prepare documentation
- Maintain knowledge of current underwriting rules, product features and other industry changes
- Deliver a high level of friendly, professional service
- Work as a team, collaborating with various stakeholders
- Complete administrative duties as required, ensuring complete and adequate documentation for all customer policies and files
- Service policies as needed
- Be active in continuous process optimization

Positively Interact with industry partners and internal stakeholders

**What do we offer?**
- Competitive salary with an exciting incentive compensation framework
- Full benefits after 90 days - no deductions to your pay
- 3 weeks paid vacation to start
- Your birthday off
- Free lunches every other Friday, so many events to be part of.
- RRSP opportunities with company match after 1 year of employment

Now that we've told you a little about us, we'd like to learn more about you.

**Benefits**:

- Casual dress
- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Welland, ON L3B 4N4

Application deadline: 2024-12-27