Life Insurance Broker

1 month ago

Ottawa, Canada BIG Alta Vista Full time

**Life Insurance Broker**

BIG Alta Vista is seeking an LLQP licensed broker with a minimum of 2 years of life insurance sales experience to join our team. This role requires a relationship-oriented individual with strong organizational, analytical, time-management, sales, and prospecting skills. You will need to be comfortable working with technology and in a digital environment, in both a customer facing role, as well as an internal role as our brokerage’s Life Insurance expert.

**Who We Are**:
BIG Alta Vista is a full-service brokerage offering a one-stop shop for our clients’ auto, home, business, life, and travel insurance needs. Our motto is **_Expertise You Can Trust. Exceptional Service You Can Rely On. _**We aim to make the insurance process simple, informative, transparent, and easy to understand. We are a tight-knit, diverse and inclusive team located in the heart of our nation’s capital. We have been recognized on Insurance Business Canada’s Top Brokerages list for the 5th consecutive year, won 2 brokerage Service Excellence Awards in 2023, and also voted Best Insurance Brokerage in Ottawa by the _Best In Ottawa_ website for 2024.

**Why Work for Us**:

- Unlimited earning potential with uncapped new and renewal commissions, incl. tiered bonuses for high achievers.
- Unlimited vacation time
- People-focused company culture
- Flexible work environment (in-office or hybrid)
- Work-life balance; the ability to manage your own schedule.
- 1-to-1 mentoring with top-selling insurance brokers
- Unbeatable market access to help you find the best coverage for your clients.
- Access to exclusive training through BIG University
- Multiple career advancement paths within our brokerage to choose from
- State-of-the-art tools and resources that are designed to make you work faster & smarter.

**Requirements & Qualifications**:
**Must have**
- LLQP license
- 3+ years’ experience as a Life Insurance Sales Broker/Producer with minimum $15K FYC sold in past 2 consecutive years.
- Degree in any discipline from a Canadian University or Insurance Diploma/Certificate from a College.
- Exceptional written and oral communication skills, and superior interpersonal skills in English.
- Reside in the Greater Ottawa Metropolitan area.

**Nice-to-have**
- CFP, CSC or similar professional designations are an asset.
- Group Life/Health, Retirement Solutions, and Segregated Funds sales experience is an asset.
- Fluency in other languages is an asset.

**Responsibilities**:

- Generate life/health insurance sales leads.
- Manage leads and provide quotes to prospective clients in a timely manner.
- Review policies and recommended coverages based on the client’s needs.
- Implement effective strategies to generate leads, follow-up and close the deal.
- Deliver an exceptional customer experience from the first point of contact.
- Prioritize building a quality book of business to ensure client loyalty and maintain good retention ratios.
- Comply with market underwriting guidelines as well as company policies and standards.
- Ensure appropriate forms and other policy requirements are completed.
- Co-ordinate and follow up on client documents and payments.
- Identify cross sell opportunities to assist clients with all their insurance needs
- Consistently achieve monthly sales targets and comply with business quality targets.

**Our BIG brokers are the best in business. Does this look like you?**
- You are entrepreneurial with an established network and a proven track record in sales.
- You are goal oriented and a self-motivated individual who strives on success.
- You are a people person who enjoys talking to others and is not afraid to make new connections.
- You genuinely want to help people and have great listening skills.
- You Think BIG. Growth & finding ways to challenge yourself to be better is in your DNA.
- You are resilient, adaptable & embrace change.
- You are professional and polite especially in tough situations.
- You are technology-savvy and comfortable working in a digital environment with powerful AI tools.
- You work well under pressure, tight timelines and high stakes.
- You have earned a reputation of providing superior customer service while exceeding sales targets.
- You enjoy no day looking the same, can multitask and bring order to chaos with ease.
- You value the opportunity to earn uncapped commissions and residual income year after year.
- You take care of others and support your colleagues, clients & communities.

**Salary Range**:

- ** This is a Commission Only position** which provides commission on new business and renewals.
- It can approximately translate into the following depending on commission earned:

- Year 1 - $60,000 to $75,000+
- Year 2 - $80,000 to $100,000+
- Year 3 - $100,000 to $150,000+

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