Life Insurance and Segregated Funds Team Associate

**Team Associate - Life Insurance & Segregated Fund Inside Sales**:

- New Agent (1-3 Years Experience)_
Location: 23 Lesmill Rd., Suite 304, Toronto, Ontario, M3B 3P6

**Are you a newly licensed life insurance advisor looking to grow professionally in a supportive team environment with a solid, established client base?**This is your opportunity to join a supportive and dynamic team where you can thrive in the life insurance industry, work alongside experienced advisors, and play a key role in servicing and growing existing client relationships. We are seeking someone who is eager to contribute, learn, and excel in a fulfilling Associate role.

**What You’ll Get**:

- **Mentorship & Training**: Work directly with senior advisors who are invested in your success. Gain access to proven scripts, systems, and strategies that will accelerate your growth in the industry.
- **Real-World Experience**: Get hands-on experience in both life insurance and investment solutions while servicing a large block of existing clients.
- **Career Stability**: This is not just a stepping stone, but a long-term opportunity where you will grow within the team and contribute to ongoing success. We are looking for individuals who are excited about building their career with us as an integral part of the team.

**Key Responsibilities**:

- **Client Service & Support**: Collaborate with a team of advisors to manage and service hundreds of client accounts. Handle inquiries, schedule appointments, complete file reviews, and ensure that new business is compliant and processed efficiently.
- **Business Development**: Upsell existing clients, identify additional needs, and maintain strong relationships to foster long-term loyalty and encourage referrals.
- **Collaboration & Learning**: Work alongside senior advisors, learning best practices for managing and growing client relationships and supporting the business.

**What We’re Looking For**:

- **Licensing**: You hold a valid LLQP Life Insurance License. (required)
- **Experience**: 1-2 years of industry experience is preferred but not mandatory. We value motivation, a strong work ethic, and a willingness to learn.
- **Client-Focused Mindset**: You are passionate about providing excellent service and building long-term relationships based on trust.
- **Tech-Savvy**: Comfortable using technology, from smartphones and tablets to insurance software and company websites.
- **Reliable Transportation**: Access to a vehicle is a plus but not required.
- **Confidentiality**: You maintain the highest level of security and confidentiality when dealing with sensitive client information.

**Why This Role is Different**:

- **Ongoing Mentorship**: You will have direct access to senior advisors who will coach and guide you, ensuring your continued growth in the industry.
- **Team Environment**: We emphasize collaboration and teamwork, sharing knowledge and strategies to help you succeed. We are not a call center; it's a collaborative team setting where everyone's success is interconnected, and you’ll be working closely with others to achieve shared goals.
- **Long-Term Career Potential**: While we are looking for someone who will grow with the company long-term, the Associate role is designed for someone who is committed to staying in this position and becoming an essential part of our team.

**Ready to Join Us?**
If you are a motivated and driven life insurance agent looking to build a career in a stable and supportive environment, we want to hear from you. This is your opportunity to learn from some of the best in the industry while making a real difference in the lives of your clients.

**To Apply**:
Send your resume and a brief cover letter outlining why you believe you are a good fit for this position.

Pay: $35,000.00-$60,000.00 per year

Application question(s):

- Do you have LLQP certification?

**Experience**:

- life Insurance sales: 1 year (preferred)

Work Location: In person