Insurance and Investment Broker

Insurance and Investments Broker (Training Provided) - Remote / Hybrid (Ontario)

Part-time with opportunity to transition to full-time

The position can begin part-time and is designed to grow into a full-time opportunity as experience and client base develop.

This role involves meeting with clients to assess insurance needs, providing education on available coverage options, and assisting clients with policy applications and ongoing service.

Training and licensing support are provided for candidates who are not currently licensed.

• Meet with clients to review insurance needs and goals
• Educate clients on life, disability, and critical illness insurance options
• Assist clients with applications and policy servicing
• Follow regulatory and compliance standards

• Strong communication and interpersonal skills
• Self-motivated and dependable
• Comfortable working independently and with a team
• Interest in finance, personal development, or helping others
• Willingness to obtain required industry licensing (support provided)

• Flexible schedule (ideal for those transitioning careers or balancing other commitments)
• Structured training and mentorship
• Performance-based compensation with long-term growth potential
• Opportunity to build a sustainable, client-focused practice