Financial Insurance Representative in Ottawa

Financial Insurance Representative in Ottawa

Ottawa Full-Time On-site
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Build client relationships remotely with Serenia Life Financial using insurance expertise and strong communication skills. Flexible scheduling supports independent business development.

As a Financial Insurance Representative, you will help Canadians pursue financial security through insurance, investment, and mortgage solutions. You will prospect for new business, advise clients, and coordinate quotes and renewals. Serenia Life Financial values empathy, integrity, proactive service, and meaningful relationships.

Key Responsibilities:

  • Build deep client relationships through empathy and integrity
  • Develop business through prospecting, networking, and client meetings
  • Provide insurance, investment, and mortgage solutions
  • Deliver trusted client service and financial advice
  • Coordinate new business quotes and renewals

Requirements:

  • Sales experience in financial services, real estate, retail, or related fields
  • Ability to meet and exceed sales goals
  • Excellent written, verbal, and presentation communication skills
  • Strong interpersonal skills and passion for helping people
  • LLQP license or willingness to obtain one

Use relationship-building, prospecting, and financial solution skills to grow as a Serenia Life Financial Representative.

Financial Insurance Representative in Ottawa employer: Serenia Life Financial

Serenia Life Financial is an exceptional employer that values its employees by fostering a collaborative and supportive work culture in Alberta. With a strong emphasis on professional development, employees have access to growth opportunities and resources to enhance their skills, making it an ideal place for those seeking meaningful and rewarding careers in finance. The company's commitment to work-life balance and flexible remote options further enhances the appeal of joining their dedicated team.

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Contact Details:

Serenia Life Financial Recruitment Team