Insurance Advisor
2 weeks ago
spending**About us**
Canadian L.I.C. Inc is a personal insurance and investments corporation offering a spectrum of suitable products for various individual needs through the expertise of their brokers. Under the diligent and able leadership of Pushpinder and Harpreet Puri, Canadian L.I.C. has set high standards of service, reputable expertise, and diligent growth.
This new age and young corporation is poised to set new standards of customer service, compliance, and team recognition through product knowledge, technology and sustainability. The Top 100 Magazine recently had the pleasure of speaking with this talented and dynamic couple. The conversation was both exhilarating and visionary.
What brought about the formation of the Company?
Since Harpreet had been in the business since 2010, and my Canadian education and skills were directed towards technology platforms and business modelling, we decided it was time to set off on our own.
Consequently, Canadian LIC was founded in 2018 and deals with some of the biggest names in the business, such as Manulife, BMO, RBC, IA Financial Group, Equitable, and Foresters, to name a few. The brokerage provides financial advice and insurance as well as investments and asset management solutions for individuals, families, and businesses. Solutions offered by the brokerage use individual insurance and investment products in addition to combinations of them to secure and grow clients’ portfolios as well as to protect their livelihoods.
Elaborate on your company’s current portfolio of clients?
The company’s visionary approach to clients intricately engages with them over their life cycle and phases of needs. Often commencing with young married couples, the company facilitates setting up their mortgage protection plans. Then, once they have children, needs analysis and solutions extend to education plans and life insurance policies. Further on in the life cycle, the focus shifts to retirement and assisting the couple with both long-term and short-term goals and what is needed to achieve them. A client’s business environment not only encompasses estate planning by the brokerage, but the team of experts also work with client’s attorneys on buy-sell agreements and other similar matters. Whether individuals, families, or businesses, Canadian LIC clients are guided every step of the way.
**Company description**
We are looking for self-motivated, self-driven and entrepreneurial individuals interested in progressing their careers in the insurance industry. As an accredited Life & Living Benefits Advisor, you would provide key life insurance planning and advice to your existing network of referrals and new client acquisitions.
Your drive to understand the landscape of products enables your providing valuable solutions to your clients based on their needs. The significant spending by Canadian LIC on technology and promotion completely supports your prospecting and networking activities, giving your objectives a very high rate of success. Canadian LIC’s technology and bespoke development over the past few years is a key enabler to a progressive and successful career. We’re proud to promote an environment of kinsmanship and where various program and tools encourage rewards & recognition. Your success is our success. Join us.
**Job description**
INSURANCE ADVISOR - LIFE, HEATLH & LIVING BENEFITS
**The Opportunity**
We are looking for self-motivated, self-driven and entrepreneurial individuals interested in progressing their careers in the insurance industry. As an accredited Life & Living Benefits Advisor you would provide key life insurance planning and advice to your existing network of referrals and new client acquisitions.
Your drive to understand the landscape of products enables your providing valuable solutions to your clients based on their needs. The significant spending by Canadian LIC on technology and promotion completely supports your prospecting and networking activities, giving your objectives a very high rate of success. Canadian LIC’s technology and bespoke development over the past few years is a key enabler to a progressive and successful career. We’re proud to promote an environment of kinsmanship and where various programs and tools encourage rewards & recognition. Your success is our success. Join us.
**Your Deliverables**
- Connect with Leads to understand their needs and life events and offer them comprehensive insurance advice that aligns with their current and future objectives.
- On-board the Leads and help them through the Lead to Client cycle.
- Promote a client-first approach by meeting them at their convenience and always putting their requirements first.
- Deepen client comfort and confidence by using all the technology tools provided to you by Canadian LIC including and not limited to CRM, Application Tracking, Family Tree milestones, Events, Meetings and Activities built around customer centricity.
- Contribute to your t
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