Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Insurance Sales Advisor Financial Solutions

Serenia Life Financial

Help clients pursue financial security through insurance, investments, and mortgages with Serenia Life Financial. Remote flexibility supports client-focused sales work.

This Financial Insurance Representative position suits proactive professionals with sales experience and strong interpersonal abilities. You will develop new business, deliver advice, and manage quotes and renewals. The work centers on understanding clients, earning trust, and providing solutions that support lasting peace of mind.

Key Responsibilities:

  • Lead client relationships with empathy and integrity
  • Prospect outbound and build networks for new business
  • Meet clients to understand financial solution needs
  • Deliver exceptional service and trusted advice
  • Manage quotes and renewal coordination

Requirements:

  • Proven ability to achieve and exceed sales goals
  • Sales background in financial services, real estate, or retail
  • Strong written, verbal, and presentation communication
  • Proactive problem-solving approach across multiple priorities
  • LLQP license or willingness to obtain with support

Bring sales discipline, client empathy, and clear communication to insurance, investment, and mortgage conversations at Serenia Life Financial.

#J-18808-Ljbffr
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Insurance Sales Advisor Financial Solutions in Ottawa, ON vacancy
  •  ...customized wealth advice and solutions. Based on the commitment to discovering...  ...'s unique needs. Wealth Insurance Services offer HNW clients...  ...part of the client’s overall financial plan. Offer insurance...  ...coverage Generate life insurance sales and manage throughout the... 
    Suggested
    Minimum wage
    Full time
    Local area
    Work from home

    TD

    Ottawa, ON
    7 hours ago
  • $45k - $60k per year

     ...Kevin J Carruthers Insurance Agency Personal Client Care Advisor   ROCK STAR NEEDED … .  Looking for an individual...  ...with a proven track record in sales and client experience to join our expanding...  ...Insurance and a whole suite of Financial Services   WHAT WE NEED FROM YOU... 
    Suggested
    Full time
    Work at office
    Work from home

    Kevin Carruthers - Desjardins Insurance Agent

    Ottawa, ON
    27 days ago
  • $45k per year

     ...Kevin J Carruthers Insurance Agency Insurance Licensed Client Care Advisor Reports To The Job will report to the...  ...present before. Auto Property and Financial Services ~ Actively Market...  ...Promoted to Product Specialist (Sales Roll) once development permits.... 
    Suggested
    Permanent employment
    Contract work
    Work at office
    Remote work
    Work from home

    Kevin Carruthers - Desjardins Insurance Agent

    Ottawa, ON
    5 days ago
  •  ...Worth Owning. Desjardins Financial Security Independent Network —...  ...As an independent financial advisor with DFSIN, you're not working...  ...practice you want to build. Life insurance, investments, group benefits —...  ...that's genuinely yours Sales experience is an asset — but hunger... 
    Suggested
    Immediate start

    Desjardins Financial Security Independent Network - Ottawa #...

    Ottawa, ON
    29 days ago
  • $45k - $50k per year

     ...Life Insurance Account Representative - Desjardins Agent Team Member Location: Orleans Ottawa ON Type: Full Time (Starting Compensation...  ...Work with the agent to establish and meet performance goals & sales targets. Requirements: Sales experience (outside sales or... 
    Suggested
    Full time
    For contractors

    Kevin Carruthers - Desjardins Insurance Agent

    Ottawa, ON
    16 days ago
  • $112k per year

     ...Description Group Insurance Sales Representative Full-Time, Permanent Location: Ottawa...  ...Commercial and Personal Insurance solutions to protect clients’ homes, vehicles, and...  ...s group insurance plans as well as the financial arrangements, in keeping with our standards... 
    Permanent employment
    Full time
    Contract work
    Work at office
    Immediate start
    Remote work
    Work from home
    Home office
    Monday to friday
    Flexible hours

    Beyond Bilingual Inc.

    Ottawa, ON
    7 days ago
  •  ...express their interest in current and future Financial Advisor positions across our Ottawa Communities...  ...needs, deliver client centric advice, solutions and proactively resolve client concerns...  ...and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec) ~2-3 years of... 
    Long term contract
    Full time
    Traineeship
    Local area

    Royal Bank of Canada

    Ottawa, ON
    more than 2 months ago
  • $42.5k per year

     ...Kevin J Carruthers Insurance Agency Level 1 Licensed Client Care Advisor Reports To The Job will report to the Agent and/or Level #2 Advisors...  ...Appts daily. Demonstrate Ability to Pivot to Life & Financial Services Daily and obtain daily, weekly, monthly and... 
    Permanent employment
    Contract work

    Kevin Carruthers - Desjardins Insurance Agent

    Ottawa, ON
    17 days ago
  • $96.56k - $128.74k per year

     ...businesses to succeed globally. We provide the financial tools and expertise they need to explore...  ...through trade. Position: Senior Advisor, IT Financial Management  Employment Type...  ..., we offer innovative financial solutions and expert insights to help businesses explore... 
    Permanent employment
    Full time
    Summer work
    Work at office
    Relocation package
    3 days per week

    Export Development Canada | Exportation et développement Can...

    Ottawa, ON
    8 days ago
  • $40k - $45k per year

     ...LIFE INSURANCE ADMINISTRATIVE ASSISTANT Job Description Looking for an individual to...  ...Administrative Assistant to help support our Life sales advisors with day to day client interactions and...  ...information. • Knowledge of financial/life insurance products is often required... 
    Full time
    Contract work
    Work at office

    Kevin Carruthers - Desjardins Insurance Agent

    Ottawa, ON
    29 days ago
  •  ...express their interest in current and future Financial Advisor positions across our Ottawa Communities...  ...needs, deliver client centric advice, solutions and proactively resolve client concerns...  ...and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec) ~2-3 years of... 
    Long term contract
    Full time
    Traineeship
    Local area

    Royal Bank of Canada

    Ottawa, ON
    more than 2 months ago
  • Licensed Life Insurance Advisor | Ready to Take Your Business to the Next Level? 3–8 Years of Experience...  ...behind you? At Serenia Life Financial , we're looking for licensed Life Insurance...  ...next level. We offer: Experienced Sales Managers who provide business planning... 
    Long term contract
    For contractors
    Remote work
    Relocation package

    Serenia Life Financial

    Ottawa, ON
    4 days ago
  • $50k - $180k per year

     ...identify and offer the best opportunities for  property & casualty insurance brokers . On behalf of a fast-growing  Toronto-based brokerage...  ...and identify opportunities to provide tailored insurance solutions. 2️⃣  Client Management & Service : Analyze business risks and... 
    Full time
    Contract work

    Hello World Recruitment

    Ottawa, ON
    6 days ago
  • $80k - $120k per year

     ...Sales Engineer – Commercial HVAC Solutions Location: Ottawa, Ontario Build Your Career at the Intersection of Engineering and Sales JP Recruitment is working with a well-established North American manufacturer of custom commercial HVAC equipment to identify a Sales... 
    Long term contract
    Full time
    For contractors
    Internship

    JP Recruitment

    Ottawa, ON
    more than 2 months ago
  •  ...Matters   As a Technology & Architecture Solution Consultant, you will join a team at the...  ...governance, and resilience, working alongside Sales, Solution Consulting, Product Management,...  ...What You’ll Do   Serve as a trusted advisor in customer and prospect conversations on... 
    Remote work

    Tecsys Inc.

    Ottawa, ON
    1 day ago
  • $50k - $60k per year

     ...Advisor Assistant (Bilingual) Location: 880 Lady Ellen Place,...  ...Canadians build confidence in their financial future through exceptional...  ...Prepare investment and insurance paperwork for advisors. Assist...  ...with a positive attitude. Solution Focused – Find solutions and... 
    Full time
    Work at office

    Desjardins Financial Security Independent Network - Ottawa #...

    Ottawa, ON
    9 days ago
  • $135k - $157.5k per year

     ...delivering real-time geospatial technology solutions for Defence and Aerospace applications...  ...opportunities. You will act as technical advisor and solution advocate for the business development...  ...process Understand market and sales opportunities to drive future growth Develop... 
    Work at office
    Worldwide

    Kongsberg Geospatial

    Ottawa, ON
    7 days ago
  •  ...Summary The Automotive Service Advisor at 1170 Heron Rd Ottawa, On...  ...provides them with a complete solution. Shares ideas and...  ...more profitable and to increase sales. Complies with company, store...  ...Corporation Limited and Canadian Tire Financial Services). Physical Demands... 
    Full time
    Shift work

    Canadian Tire - Ottawa, South ( Store 210)

    Ottawa, ON
    22 days ago
  • $60k - $110k per year

     ...their vehicles. Schedule service appointments. Help find solutions to customer inquiries and complaints. Follow up on the...  ...compensation is an approximate range and reflects many factors including sales and customer satisfaction. Job offer amounts may vary from the... 
    Long term contract
    Full time
    Local area
    Flexible hours

    Myers Barrhaven Subaru

    Ottawa, ON
    21 days ago
  •  ...Associate Advisor Desjardins Financial Security Independent Network — Ottawa, Kingston or London ON | Hybrid | Full-Time, Permanent About the...  ...needed What You Bring Active Mutual Funds and Life Insurance licences (required) CFP designation or actively working... 
    Long term contract
    Permanent employment
    Full time

    Desjardins Financial Security Independent Network - Ottawa #...

    Ottawa, ON
    28 days ago
  • $172.1k - $323.6k per year

     ...commerce transformation initiatives. A trusted advisor who understands how organizations...  ...Automation, Personalization and Analytics solutions. Lead solution architecture and design...  ...proposal development, client presentations, and sales pursuits. Stay updated with the latest... 
    Full time
    Work at office
    Local area

    Accenture Global

    Ottawa, ON
    7 hours ago
  • $108.8k - $220.4k per year

     ...responsible for designing and overseeing the implementation of Curam solutions. You will work closely with stakeholders to ensure that the...  ...features, technologies, and industry trends. Participate in pre-sales activities, including solution design and proposal development.... 
    Full time
    Work at office
    Local area

    Accenture Global

    Ottawa, ON
    7 hours ago
  •  ...Senior Cybersecurity Solutions Architect MacDonald Search Group has been asked by our...  ...will be to serve as the senior technical advisor for XDR and cybersecurity products, leading...  ...across the customer lifecycle from pre-sales discovery through solution architecture,... 

    MacDonald Search Group

    Ottawa, ON
    22 days ago
  • $70k - $120k per year

     ...ready to launch your career in sales and be another reason Cintas,...  ...role provides our customers with solutions to their work apparel needs by...  ...car allowance/reimbursement, insurance, gas, and maintenance on your...  ...Will be a solution-centric advisor; a forward-thinking problem-solver... 
    Remplacement
    Full time
    Work at office
    Local area
    Shift work
    Day shift

    Cintas Corporation

    Ottawa, ON
    17 days ago
  •  ...for current and future Banking Advisor opportunities in Ottawa East....  ...calls on your client-focused sales expertise and natural problem-...  ...assisting them with a full range of financial transactions Actively...  ...Job Skills Advice Based Solutions, Client Centricity, Client Discovery... 
    Full time
    Traineeship
    Flexible hours

    Royal Bank of Canada

    Ottawa, ON
    more than 2 months ago
  • $17.95 per hour

     ...lights up a room and genuinely enjoys connecting with people? Kognitive Sales Solutions is hiring Field Marketing Representatives across Canada to represent one of the country's most trusted financial brands inside major retail locations. This is a people-first role where your... 
    Hourly pay
    Long term contract
    Permanent employment
    Full time
    Part time
    Flexible hours

    Kognitive Sales Solutions

    Ottawa, ON
    9 days ago
  • $96.56k - $128.74k per year

     ...2026 Are you ready to advance your career while   helping drive positive change in emerging markets?  We are looking for an  Sr. Financial Analyst ! Join FinDev Canada, Canada’s development finance institution! We work with and through the private sector to advance... 
    Permanent employment
    Full time
    Internship
    Work at office
    3 days per week

    FinDev Canada

    Ottawa, ON
    17 days ago
  •  ...Business Solutions Consultant About the Role :  We’re seeking driven professionals to build strong relationships with both individuals and businesses by offering tailored financial solutions that support their goals. You’ll work closely with clients to understand their... 
    Full time

    Nuvant Consulting Group

    Ottawa, ON
    21 days ago
  •  ...ont besoin. Chaque rôle ici contribue à ce résultat. Pourquoi ce rôle est important En tant que consultant ou consultante en solutions de technologie et d’architecture, vous vous joindrez à une équipe au cœur de la façon dont Tecsys gagne la confiance de ses clients... 
    Daily paid
    Apprenticeship
    Remote work

    Tecsys Inc.

    Ottawa, ON
    1 day ago
  • $70k - $95k per year

     ...science reinforce each other by design. About this role:  The Financial Analyst — R&D Operations will support the financial backbone of...  ...Extended health care (including dental and vision). Life insurance. Flexible work arrangements. Professional development and... 
    Long term contract
    Permanent employment
    Full time
    Contract work
    Internship
    Flexible hours

    Q-Block Computing

    Ottawa, ON
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Insurance Sales Advisor Financial Solutions. Be the first to apply!