Insurance And Wealth Advisor Entrepreneur

Turn entrepreneurial drive into a financial services business with Co-operators, delivering insurance and wealth solutions through trusted client relationships. Operate independently with remote-friendly flexibility.

This independent contractor opportunity centers on building a sustainable client portfolio and community presence. You will prospect, network, earn referrals, and provide advice-based solutions for clients’ financial goals. Experience in wealth management, account management, business development, or client-facing advisory work is relevant.

• Establish lasting client relationships and understand goals
• Develop a profitable, sustainable client portfolio
• Prospect through networking, referrals, and engagement
• Provide advice-based insurance and wealth solutions
• Strengthen Co-operators’ community reputation and presence

• Entrepreneurial, business owner, or community sales background
• Experience developing business through trusted relationships
• Strong prospecting, networking, and sales mindset
• Valid licensing or willingness to obtain required licenses
• Resilience, accountability, and self-motivation

Bring entrepreneurial focus, prospecting discipline, and client-first advice to build a sustainable insurance and wealth advisory business.