Life and Financial Broker

MacDonald Search Group

📍 Ottawa, Ontario, Canada

Full-time Financial Specialists

Job Description

Life & Financial Producer
MacDonald Search Group has been asked by our insurance brokerage client to find a first-class Life & Financial Producer to join their team in Ottawa, Ontario (hybrid / remote). The primary responsibility of this role will be to build, grow, and retain a profitable book of life, health, and financial insurance business while acting as a trusted advisor to clients.
Some of what you will do in this role includes:
  • Prospect, generate, and close new life, health, and financial insurance business
  • Build and manage your own book of business with a strong focus on retention and renewals
  • Recommend tailored coverage solutions based on each client’s needs and goals
  • Deliver a seamless, professional client experience from quote through policy placement
  • Identify cross-sell opportunities across the brokerage’s full product offering
  • You should have the following in your background ...
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