Life Insurance Broker

3 weeks 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

  • 2+ years’ experience as a Life Insurance Sales Broker/Producer with minimum $15K FYC sold in past 2 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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