Remote Insurance Broker at Greatway Financial

Elevate your career as a remote Insurance Broker with Greatway Financial Inc. Consult with clients to provide tailored insurance solutions and foster financial security.

This flexible role at Greatway Financial involves assessing clients' needs for life, illness, disability, and business insurance. As an Insurance Broker, you will prepare customized proposals, maintain client records, and ensure regulatory compliance. Engage in ongoing training and utilize digital tools to manage client relationships effectively in a supportive team environment.

Key Responsibilities:

• Consult with clients on their financial protection needs

• Recommend life, illness, and disability insurance solutions

• Prepare personalized proposals and quotes

• Maintain accurate client records and documentation

• Follow up on underwriting processes and compliance

Requirements:

• Strong client advisory and relationship-building skills

• Experience in life insurance or willingness to learn

• Ability to work independently in a remote setting

• Comfort with digital tools and CRM systems

• Provincial life insurance licensing or willingness to obtain

Support families and businesses with practical financial solutions at Greatway Financial.