Build Meaningful Client Relationships. Deliver Holistic Advice. Grow Your Career.
We are a boutique rural insurance and financial services agency seeking an experienced, relationship-focused Multi-Licensed Insurance Professional who is passionate about helping clients make informed decisions and protecting what matters most.
This is an opportunity for someone who wants to move beyond transactional sales and provide truly holistic advice across multiple areas of insurance and financial protection.
About the Role
As a trusted advisor, you will work closely with individuals, families, farmers, and business owners to identify risks, uncover opportunities, and create tailored solutions that support their short- and long-term goals.
Our ideal candidate enjoys educating clients, simplifying complex concepts, and building lasting relationships based on trust and integrity.
Areas of service may include:
- Home Insurance
- Auto Insurance
- Farm Insurance
- Commercial/Business Insurance
- Life Insurance
- Wealth and Financial Planning Solutions
Whether your expertise spans all of these areas or a combination of them, we are interested in speaking with professionals who are committed to delivering comprehensive client advice.
What You'll Do
- Build and maintain long-term client relationships
- Conduct needs-based reviews and risk assessments
- Educate clients to help them make valuable and informed decisions
- Identify opportunities to provide holistic insurance and financial solutions
- Collaborate with internal and external partners to deliver exceptional service
- Develop new business while growing existing client relationships
- Provide ongoing support and annual reviews to ensure clients' needs continue to be met
What We're Looking For
You are:
- Articulate, professional, and personable
- Relationship-driven and client-focused
- Self-motivated with strong entrepreneurial instincts
- Passionate about educating and empowering clients
- Committed to delivering exceptional service and advice
- Comfortable working independently and as part of a collaborative team
Preferred Qualifications
We would love to hear from candidates with one or more of the following:
- OTL (Other Than Life) Licence
- LLQP (Life Licence Qualification Program)
- CIP (Chartered Insurance Professional)
- CLU (Chartered Life Underwriter)
Additional licensing, financial planning credentials, or relevant experience are considered strong assets.
Compensation & Benefits
We recognize that every candidate brings unique experience, licensing, and business-building capabilities.
As such, compensation will be customized based on what you bring to the table and may include:
- Competitive base salary
- New business and renewal commissions
- Performance-based bonuses
- Benefits package
- Ongoing professional development support
- Career growth opportunities
Work Arrangement
- Hybrid position
- Combination of in-office, client-facing, and remote work
- Opportunity to serve a diverse rural and small-business client base
Why Join Us?
Our boutique agency offers the best of both worlds: personalized service and strong community relationships, combined with the ability to provide a broad range of insurance and financial solutions. We value authenticity, collaboration, professional growth, and doing what's right for our clients.
If you're looking for an opportunity to build a rewarding career while making a meaningful difference in the lives of clients, we'd love to hear from you.
Apply today and help us deliver trusted advice, lasting relationships, and comprehensive protection for the people and businesses we serve.
Pay: $34,400.00-$99,794.40 per year
Work Location: Hybrid remote in Port Perry, ON (L9L)
