Life and Financial Broker
$15k per yearMacDonald Search Group
Life & Financial Producer
MacDonald Search Group has been asked by our insurance brokerage client to find a first-class Life & Financial Producer to join their team in Ottawa, Ontario (hybrid / remote) . The primary responsibility of this role will be to build, grow, and retain a profitable book of life, health, and financial insurance business while acting as a trusted advisor to clients.
Some of what you will do in this role includes:
MacDonald Search Group has been asked by our insurance brokerage client to find a first-class Life & Financial Producer to join their team in Ottawa, Ontario (hybrid / remote) . The primary responsibility of this role will be to build, grow, and retain a profitable book of life, health, and financial insurance business while acting as a trusted advisor to clients.
Some of what you will do in this role includes:
- Prospect, generate, and close new life, health, and financial insurance business
- Build and manage your own book of business with a strong focus on retention and renewals
- Recommend tailored coverage solutions based on each client’s needs and goals
- Deliver a seamless, professional client experience from quote through policy placement
- Identify cross-sell opportunities across the brokerage’s full product offering
- Valid LLQP license with a minimum of 2 years’ experience in Life & Health insurance sales
- Proven sales performance, including at least $15,000 FYC in each of the past two years
- Strong knowledge of life and financial products (life insurance, segregated funds, group benefits, retirement planning)
- Entrepreneurial mindset with strong prospecting, closing, and relationship-building skills
- Tech-savvy and comfortable using CRM systems and modern digital sales tools
- Commission-only compensation with uncapped earning potential
- Competitive new business and renewal commission structure
- Ownership of your book of business with long-term residual income
- Dedicated service team support so you can focus on selling and advising
- Flexible work arrangements (hybrid or remote) and strong technology enablement
Vacancy posted 6 days ago
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