Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
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 based in Toronto, Ontario.
Responsibilities
- Build business by growing sales, discovering physician’s insurance needs and offering solutions.
- Proactively make outbound calls to physicians and convert leads to new clients.
- Build rapport and trusted relationships with clients through active listening, providing excellent advice and handling tough questions.
- Conduct regular meetings with clients at their location to foster relationships and provide excellent service.
- Consistently follow established procedures, including being detail-oriented when following LFG processes, entering data into systems, and committing to client follow-up.
- Be mentored and learn directly from the president of LFG.
- Work collaboratively within the LFG team, including underwriters and a process support team.
- Partner with the Nicola Wealth Advisory Services team to deliver on a cross-referral strategy, provide existing Levine Finance Group clients with a holistic and comprehensive financial plan, and support the growth of the Nicola Wealth/LFG insurance business.
Requirements
- A minimum of 3 years of related work experience as an insurance advisor in a high-performing, client-service-oriented capacity.
- Completion of the Life License Qualification Program (LLQP).
- Proficiency with computer systems including MS Word, Excel and Outlook.
- Legally eligible to work in Canada for any employer.
- Include both a cover letter and resume in support of your application.
Skills
- People skills
- Sales skills
- Insurance skills
Location
- Toronto, Ontario
Work Type
- Full-time
Experience Level
- 3 years of related work experience
Education Level
- Life License Qualification Program (LLQP)
- Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP) is an asset
- Canadian Securities Course (CSC) is an asset
- Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) Level is an asset
About the Company
- Nicola Wealth is a national leader in wealth management, known for its sophisticated financial planning, diversified private investment funds, high client retention rate, and award-winning culture.
- Recognized as a Best Managed Company and one of Canada’s Top Employers.
- Dedicated to upholding firm values through significant growth.
- Fosters a collaborative, creative, and entrepreneurial environment.
- Invests deeply in employee growth and development.
Equal Opportunity
- We are an inclusive, equal opportunity employer.
- It is our priority to remove barriers to provide equal access to employment.
- Should you require reasonable accommodation during the recruitment process please contact accessibility@nicolawealth.com and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.