Independent Insurance Wealth Advisor

Deliver personalized insurance and wealth advice as an independent Co-operators advisor, combining client trust, financial expertise, and consultative selling. Remote-friendly work is available.

This independent contractor opportunity suits professionals with financial services, banking, insurance, or advice-based sales experience. You will help clients and families pursue financial security while developing a sustainable portfolio under the Co-operators brand. Success depends on prospecting, referrals, community engagement, and consistent advice-based relationships. You will continue developing expertise in market trends, insurance, and wealth solutions while managing your own practice, priorities, and sales pipeline. Licenses may include Life Insurance or Mutual Funds credentials, with ongoing education required.

Key Responsibilities:

• Provide advice-based insurance and wealth solutions
• Understand client goals and tailor recommendations accordingly
• Develop long-term relationships that build trust and loyalty
• Create opportunities through networking, referrals, and community engagement
• Strengthen Co-operators presence as a professional representative

Requirements:

• Financial services, insurance, banking, or advisory sales experience
• Life Insurance or Mutual Funds license, or willingness to obtain
• Background in wealth management, account management, or business development
• Confident communication and strong organizational discipline
• Client-first approach focused on financial security and goals

Use consultative selling, licensing knowledge, and relationship management to deliver Co-operators financial solutions and build lasting client confidence.