Financial Broker

Life & Financial Producer Mac

Donald 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.

• 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 brokerages full product offering.

• Valid LLQP license with a minimum of 2 years experience in Life & Health insurance sales.
• Proven sales performance, including at least $15,000 FYC in each of the past two years.
• Strong knowledge of life and financial products (life insurance, segregated funds, group benefits, retirement planning).
• Entrepreneurial mindset with strong prospecting, closing, and relationship‑building skills.
• Tech‑savvy and comfortable using CRM systems and modern digital sales tools.

• Commission‑only compensation with uncapped earning potential.
• Competitive recent business and renewal commission structure.
• Ownership of your book of business with long‑term residual income.
• Dedicated service team support so you can focus on selling and advising.
• Flexible work arrangements (hybrid or remote) and strong technology enablement.

Legal disclaimer:
This is an equal opportunity employer supporting a diverse workforce.