Job Description
Job Overview
We are seeking a driven and results-oriented Insurance & Investment Broker to join our growing brokerage. In this role, you will help clients protect and grow their financial future by connecting them with tailored insurance and investment solutions. This is an excellent opportunity for individuals with strong sales acumen, financial insight, and a passion for client relationships to thrive in a fast-paced, high-reward environment.
Key Responsibilities
Proactively develop new business through outside sales, referrals, networking, telemarketing, and targeted marketing initiatives
Assess client needs and recommend appropriate insurance products (life, health, disability, etc.) and investment solutions (retirement planning, savings plans, wealth-building strategies)
Build and maintain long-term relationships with clients to ensure satisfaction, retention, and ongoing financial guidance
Analyze client financial situations to design customized insurance and investment strategies
Provide exceptional customer service by addressing inquiries, resolving concerns, and offering expert financial advice
Negotiate terms, premiums, and financial solutions to achieve optimal outcomes for clients and the organization
Stay informed on industry trends, market conditions, and regulatory requirements related to insurance and investments
Maintain accurate and organized records of client interactions, sales activities, and financial plans using CRM and sales tools
Qualifications
Proven experience in sales (outside sales, retail, telemarketing, or financial services preferred)
Background in insurance, financial services, or investments is a strong asset
Strong analytical skills to evaluate client needs and recommend suitable solutions
Excellent communication and interpersonal skills, both verbal and written
Demonstrated ability to negotiate and close sales while building lasting client relationships
Customer-focused mindset with the ability to manage diverse client needs professionally
Knowledge of marketing and prospecting strategies to generate leads and grow a client base
Self-motivated with strong time management skills and the ability to meet or exceed sales targets
Experience with CRM or sales administration tools is an asset
Must be 18 years or older
Why Join Us?
Competitive commission structure with high earning potential
Ongoing training and professional development in both insurance and investment products
Supportive team environment with opportunities for career growth
Flexibility and independence in managing your own client portfolio
Join our brokerage as an Insurance & Investment Broker and take the next step in your career by helping clients protect what matters most while building long-term wealth.
Job Types: Full-time, Part-time, Casual
Pay: $30,000.00-$111,708.93 per year
Expected hours: 20.0 – 40.0 per week
Benefits:
Company events
Employee stock purchase plan
Flexible schedule
Stock options
Work from home
Application question(s):
Are you over the age of 18?
Are you authorized to work in Canada or USA?
Can you read and write English?
Work Location: Hybrid remote in Edmonton, AB T6L 3L6
We are seeking a driven and results-oriented Insurance & Investment Broker to join our growing brokerage. In this role, you will help clients protect and grow their financial future by connecting them with tailored insurance and investment solutions. This is an excellent opportunity for individuals with strong sales acumen, financial insight, and a passion for client relationships to thrive in a fast-paced, high-reward environment.
Key Responsibilities
Proactively develop new business through outside sales, referrals, networking, telemarketing, and targeted marketing initiatives
Assess client needs and recommend appropriate insurance products (life, health, disability, etc.) and investment solutions (retirement planning, savings plans, wealth-building strategies)
Build and maintain long-term relationships with clients to ensure satisfaction, retention, and ongoing financial guidance
Analyze client financial situations to design customized insurance and investment strategies
Provide exceptional customer service by addressing inquiries, resolving concerns, and offering expert financial advice
Negotiate terms, premiums, and financial solutions to achieve optimal outcomes for clients and the organization
Stay informed on industry trends, market conditions, and regulatory requirements related to insurance and investments
Maintain accurate and organized records of client interactions, sales activities, and financial plans using CRM and sales tools
Qualifications
Proven experience in sales (outside sales, retail, telemarketing, or financial services preferred)
Background in insurance, financial services, or investments is a strong asset
Strong analytical skills to evaluate client needs and recommend suitable solutions
Excellent communication and interpersonal skills, both verbal and written
Demonstrated ability to negotiate and close sales while building lasting client relationships
Customer-focused mindset with the ability to manage diverse client needs professionally
Knowledge of marketing and prospecting strategies to generate leads and grow a client base
Self-motivated with strong time management skills and the ability to meet or exceed sales targets
Experience with CRM or sales administration tools is an asset
Must be 18 years or older
Why Join Us?
Competitive commission structure with high earning potential
Ongoing training and professional development in both insurance and investment products
Supportive team environment with opportunities for career growth
Flexibility and independence in managing your own client portfolio
Join our brokerage as an Insurance & Investment Broker and take the next step in your career by helping clients protect what matters most while building long-term wealth.
Job Types: Full-time, Part-time, Casual
Pay: $30,000.00-$111,708.93 per year
Expected hours: 20.0 – 40.0 per week
Benefits:
Company events
Employee stock purchase plan
Flexible schedule
Stock options
Work from home
Application question(s):
Are you over the age of 18?
Are you authorized to work in Canada or USA?
Can you read and write English?
Work Location: Hybrid remote in Edmonton, AB T6L 3L6
💡 Quick Summary
Seeking a career-building opportunity? The Insurance and Invesment Broker position is now open for candidates interested in the Health Jobs sector. This role in Edmonton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Health Jobs is a plus.