Insurance Specialist

**Ottawa Area** + **Northern Ontario | Travel Required within Region**
**Full-Time Independent Contractor (Commission + Bonus)**

**About Northwise Insurance**

Northwise Insurance is a multi-carrier life and health insurance brokerage and the exclusive insurance partner to National Bank advisors across Ontario.

We support the bank’s retail, financial planning, and commercial divisions by delivering comprehensive insurance solutions for their clients — from income protection and critical illness planning to estate and corporate strategies.

As our growth continues, we’re seeking an **experienced, licensed Insurance Specialist** to serve the **Ontario North & East region**, supporting branches in **Timmins, Sturgeon Falls, Sudbury, Bells Corners, Baseline, Stittsville, Rideau, O’Connor, and Orleans**.

**Role Overview**

This role blends **relationship management and sales execution** — ideal for an advisor who thrives on collaboration, education, and client engagement.

You’ll act as the regional insurance expert, partnering with National Bank advisors to help them identify protection opportunities and deliver complete insurance planning for their clients.

**Key Responsibilities**:
**1️ Wholesaling & Relationship Management**
- Build and maintain strong, trust-based relationships with National Bank advisors across assigned branches.
- Conduct one-on-one meetings, team presentations, and training sessions to help advisors identify insurance opportunities within their client base.
- Collaborate with financial planners, retail advisors, and commercial teams to increase the number and quality of insurance referrals.
- Track activity and results by branch; create awareness campaigns and joint business-development initiatives.

**2️ Client-Facing Sales & Implementation**
- Receive referred clients and complete full insurance needs analysis.
- Recommend appropriate life, disability, critical illness, or corporate insurance solutions using a multi-carrier platform.
- Provide exceptional post-sale service and maintain ongoing client relationships.

**What We’re Looking For**
- **Active Life & Health (LLQP) Licence - required**:

- **2+ years of life and living benefits sales experience**, preferably in a bank, MGA, or insurance brokerage environment
- Proven track record of meeting or exceeding sales targets through relationship development
- Excellent communication and presentation skills; comfortable leading meetings and training sessions
- Ability to work autonomously, manage a regional territory, and travel periodically to branch locations
- Organized, proactive, and skilled at managing a sales pipeline
- Comfortable with digital tools, CRM, and virtual presentation software

**Compensation**
- **Contractor arrangement (T4A)** - no payroll deductions or employer fees
- **Compensation**: Commission-based with quarterly bonus opportunities tied to referral growth and production metrics
- Strong referral pipeline through existing National Bank partnership (warm leads, not cold calls)
- Additional marketing and case-management support provided by Northwise’s centralized admin team

**Why Join NorthWise Insurance**
- Access to **20+ top Canadian insurers** with competitive compensation and underwriting flexibility
- Exclusive **National Bank partnership** providing consistent referral opportunities
- Collaborative culture — work alongside a team of CFPs, estate planners, and specialists
- Opportunity for regional growth and leadership as we expand our footprint across Ontario
- Proven model: Our team has more than doubled referral volume within the last year

**How to Apply**
- Insurance sales experience
- Relationship management or wholesaling background
- Geographic proximity to the Ontario North & East region

Only licensed life insurance advisors will be considered.

**Job Types**: Part-time, Freelance

Pay: $40,000.00-$150,000.00 per year

**Benefits**:

- Flexible schedule
- Work from home

Work Location: Hybrid remote in Ottawa, ON K1P 1A4