Insurance Advisor

2 weeks ago

Toronto, Canada Nicola Wealth Full time

**Position Summary**:
Are you a proactive, results oriented insurance advisor motivated to accelerate your practice by joining a growing company that saves physicians money on their insurance? Are you committed to building lasting relationships, delivering superior client service and learning from an experienced leader and team?

As an Insurance Advisor with Levine Financial Group, a Nicola Wealth Company, you will join an established, successful team, partner with and be mentored by the President of LFG and accelerate your career by specializing in physicians' insurance solutions.

This position is in office and based in Toronto, Ontario.

**As an Insurance Advisor, your key accountabilities will include**:

- Building the business by growing sales, discovering physician's insurance needs and offering solutions to meet those needs.
- Proactively making outbound calls to physicians and successfully converting these leads to new clients.
- Building rapport and trusted relationships with new and existing clients through active listening, providing excellent advice and handling tough questions.
- Regular meetings with clients to foster relationships and provide excellent service.
- Consistently following established procedures, including being detail oriented when following processes, and entering data into systems.
- Working collaboratively and being a key player within a small LFG team including underwriters and a process support team who are driven, respectful and all contribute to a team environment.
- Partnering with the Nicola Wealth Advisory Services team to deliver on a referral strategy, provide existing Levine Finance Group clients with a holistic and comprehensive financial plan and investment advice, and support the growth of the Nicola Wealth/LFG insurance business.
- Playing an integral part in a growing and evolving area of the business.

**As an Insurance Advisor, your key attributes will include**:

- You are a self-motivated individual that thrives in a fast-paced sales environment.
- You are an innovative person that is committed to building and growing the business.
- You have great people skills and are an excellent communicator both verbally and written.
- You are resilient, have grit and a high drive for sales.
- You take a consultative approach and build trust with others.
- You thrive in an environment where you get to work independently and as part of a wider team.
- You are self-disciplined and are adept at learning and following defined processes, detailed tasks and procedures.

**As an Insurance Advisor, your experience and qualifications will include**:

- 3 years of related work experience as an insurance advisor.
- Completion of the Life License Qualification Program (LLQP).
- Post-secondary education and interest in pursuing CFP.
- You are highly proficient with computer systems including MS Word, Excel and Outlook.
- You are legally eligible to work in Canada for any employer.

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