Life Financial Advisor
Life Financial Advisor
Posted on :
11-04-2025
Employer Active
1 Vacancy
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Job Description
Billyard Insurance Group (BIG) is a leading force in the insurance industry committed to attracting the best insurance professionals and equipping them with cuttingedge technology tools and unwavering support to thrive in todays dynamic insurance landscape. With a strong presence and continuous growth we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition including being featured on Insurance Business Canadas esteemed Top Brokerages list for the past three years and securing a spot as one of Canadas Top Growing Companies in the renowned Globe and Mails Report on Business. At Billyard Insurance Group our mission is clear: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.
The Life & Financial Advisor is an entrepreneurial licensed insurance professional specializing in life insurance and personal financial products. This salesfocused role involves identifying and engaging individual family and corporate clients to assess their insurance needs and establish appropriate policies. The advisor will proactively seek new business opportunities while also supporting clients through policy renewals changes and ongoing service. This position aligns with our organizational values of integrity innovation and client care fostering a dynamic approach to client relationships and business growth.
What does the Life & Financial Advisordo
- Conduct thorough assessments of clients insurance needs to recommend suitable life insurance and financial products ensuring clients are wellinformed and protected.
- Facilitate the application and issuance process for life insurance policies aiming for a seamless experience that reinforces client trust and satisfaction.
- Build and maintain strong relationships with individual family and corporate clients fostering longterm loyalty and retention.
- Manage policy renewals efficiently ensuring clients are contacted well in advance and receive all necessary information to make informed decisions.
- Provide exceptional ongoing support to clients addressing queries and policy changes in a timely manner to reinforce our commitment to client care.
- Develop and implement effective sales strategies to attract new clients while promoting existing services contributing to the organizations growth.
- Work collaboratively with team members and other departments to ensure a unified approach to client service and policy management.
- Ensure compliance with provincial regulations and organizational policies in all client interactions and transactions upholding our commitment to integrity.
- Educate clients about financial planning and insurance products empowering them to make informed decisions that support their financial wellbeing.
- Engage in networking opportunities to expand professional connections and generate leads embodying our value of relentless effort.
- Participate in ongoing training and professional development to enhance knowledge and skills related to life and financial products.
- Gather and analyze client feedback to identify areas for improvement in service delivery ensuring we are always striving to be better.
- Maintain accurate records of client interactions policy details and transactions to ensure transparency and accountability in all processes.
- Stay informed about industry trends and competitors to identify new opportunities and refine sales techniques supporting our value of innovation.
- Monitor personal performance metrics setting and achieving sales goals that align with the organizations growth objectives.
Does this sound like you
- Excellent verbal and written communication skills to convey complex information clearly and effectively.
- Strong focus on client needs and satisfaction ensuring a positive experience at all stages of service.
- Ability to address client concerns and resolve issues promptly and effectively.
- Work well in a team environment fostering collaboration to achieve shared goals.
- Flexibility in adapting to changing market conditions and client needs.
- Strong negotiation abilities to achieve favorable outcomes for both clients and the organization.
- Ability to understand and relate to clients situations building trust and rapport.
- Proficiency in building professional relationships that can lead to new business opportunities.
- Demonstrating honesty and accountability in all interactions reflecting the organizations core values.
- Comprehensive understanding of life insurance and related products and personal financial planning.
- Familiarity with provincial insurance regulations and compliance requirements.
- Effective sales methodologies to successfully attract and retain clients.
- Ability to analyze market trends and client data to inform strategic decisions.
- Skilled in using CRM systems and other software to manage client information and transactions.
- Competence in managing the full lifecycle of insurance policies from inception to renewal.
- Basic understanding of financial planning concepts to advise clients effectively.
- Ability to assess risks related to clients financial and insurance needs.
- Strong skills in preparing and managing documentation related to policies and client interactions.
Qualifications:
- Must hold a valid life insurance license (e.g. LLQP) in the province of operation
- Minimum of 2 years of experience in life insurance sales or financial services with a proven sales and service track record
- Either a Certified Financial Planner (CFP) Chartered Life Underwriter (CLU) or Personal Financial Planner (PFP) designation
- An acceptable credit rating demonstrating appropriate financial management skills
- Bachelors degree in finance business administration or a related field is preferred.
- Relevant professional certifications are an asset.
What We Offer
- Peoplefocused company culture
- Comprehensive benefits including medical vision dental and Employee Assistance Program (EAP)
- 3 weeks vacation in year 1 4 weeks in year 2
- Birthday day off
- Hybrid work from home / inoffice environment
- Retirement savings programs with companymatched RRSP contributions
Working Conditions
- Works primarily in a standard office setting with a typical climatecontrolled environment. The role requires periods of sitting computer use and participation in meetings or collaborative sessions. Noise levels are generally low and the position involves minimal physical exertion.
- The role is required to travel at times for meetings with clients and related industry events.
Our Commitment to Diversity Inclusion and Belonging
Billyard Insurance Group is committed to building a transparent environment where everyone feels heard welcomed and included. We believe Diversity Inclusion and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud equalopportunity workplace that is committed to equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability or gender identity.
Our Commitment to Accessibility
Billyard Insurance Group is committed to developing an inclusive barrierfree recruitment process and work environment. Should you require any accommodation please inform us and we will work with you to meet your accessibility needs. For any accessibilityrelated assistance requests for information in accessible alternative formats or to report any accessibility problems please contact us at or 905.346.2190 ext. 10211.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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