insurance broker
$75k - $80k per yearFull-time
St Andrews Insurance Brokers Incorporated
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- or equivalent experience
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Insurance company
Responsibilities
Tasks
- Calculate premiums
- Establish client insurance coverage
- Provide customer service
- Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Credentials
Certificates, licences, memberships, and courses
- Registered Insurance Brokers of Ontario (RIBO) licence
Experience and specialization
Area of specialization
- Financial planning
Additional information
Work conditions and physical capabilities
- Tight deadlines
- Attention to detail
- Fast-paced environment
- Work under pressure
- Large caseload
Personal suitability
- Client focus
- Judgement
- Organized
- Reliability
- Team player
- Dependability
- Due diligence
Benefits
Financial benefits
- Commission
- Group insurance benefits
Vacancy posted 3 days ago
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