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Location
240 Chrislea RoadWoodbridge, ONL4L 8V1
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Work location
On site
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Salary$75,000 to $80,000YEAR annually (To be negotiated) / 35 hours per week
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Terms of employment
Permanent employmentFull time
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Early morning, Morning, Day
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Starts as soon as possible
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Benefits:
Financial benefits
- vacancies
2 vacancies
- Source
Job Bank
#3664277
Overview
Languages
English
Education
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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
Responsibilities
Tasks
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Calculate premiums
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Establish client insurance coverage
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Provide customer service
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Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
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Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
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Identify clients' financial goals and objectives
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Analyze clients' financial records
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Develop financial plans for clients
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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
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Registered Insurance Brokers of Ontario (RIBO) licence
Experience and specialization
Area of specialization
Additional information
Work conditions and physical capabilities
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Tight deadlines
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Attention to detail
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Fast-paced environment
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Work under pressure
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Large caseload
Personal suitability
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Client focus
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Judgement
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Organized
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Reliability
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Team player
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Dependability
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Due diligence
Benefits
Financial benefits
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Commission
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Group insurance benefits