We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society.
Our team is essential to delivering on this commitment. That's why we prioritize our people, ensuring they have the support, development opportunities, and flexibility they need to thrive.
We're currently looking for an experienced Insurance Advisor III to join a successful, relationship-focused Co-operators agency in the Waterloo Region.
This is an exciting opportunity for an established insurance professional who is passionate about helping clients protect what matters most. You'll leverage your experience, relationship-building skills, and business development mindset to provide trusted advice while helping clients achieve greater financial security and peace of mind.
Working within a collaborative agency environment, you'll have the opportunity to build meaningful client relationships and contribute to the continued success of a high-performing team.
If you're motivated by helping people, creating opportunities, and delivering exceptional client experiences, we'd love to hear from you.
How You Will Create Impact
Deliver Trusted Advice
- Provide personalized insurance solutions across home, auto, commercial and life insurance products.
- Complete proactive insurance reviews and identify opportunities to enhance clients' coverage.
- Help clients make informed decisions by providing advice they can trust.
- Support clients through changing life circumstances by ensuring their protection evolves with their needs.
Build Strong Client Relationships
- Develop and maintain long-term relationships through exceptional service and ongoing support.
- Act as a trusted advisor and advocate for clients.
- Create personalized experiences that foster loyalty and confidence.
- Proactively engage clients to identify emerging needs and deliver meaningful solutions.
- Strengthen relationships through consistent follow-up and professional communication.
Contribute to Agency Growth
- Generate new business opportunities through referrals, networking, community involvement, prospecting, and relationship-building activities.
- Develop and maintain a robust pipeline of opportunities.
- Build referral partnerships within the community and expand your professional network.
- Identify opportunities to deepen relationships through multi-line conversations and solution-based recommendations.
- Contribute to achieving individual and agency business goals.
Deliver Operational Excellence
- Provide responsive, accurate, and professional client service.
- Process policy changes, documentation, and client transactions efficiently and accurately.
- Maintain detailed and compliant client records.
- Follow through on client commitments and administrative activities in a timely manner.
- Balance client service, relationship management, and business development responsibilities effectively.
To Join Our Team
You're an experienced insurance professional who understands that exceptional service and sustainable business growth go hand in hand.
You:
- Build trust quickly and establish meaningful long-term relationships.
- Take ownership of your goals and results. Demonstrate initiative, accountability, and sound judgment.
- Thrive in a relationship-focused and goal-oriented environment.
- Enjoy prospecting and creating opportunities through networking and community involvement.
- Are highly organized and able to manage competing priorities.
- Are confident discussing insurance solutions and identifying opportunities to deliver value.
What You Bring
Required Qualifications
- Minimum 2 years of insurance industry experience.
- Demonstrated success in sales, business development, client relationship management, or insurance advising.
- Proven ability to build and maintain strong client relationships.
- Strong communication, interpersonal, and problem-solving skills.
- Ability to work independently and effectively manage priorities and opportunities.
- Commitment to delivering an exceptional client experience.
Licensing Requirements
- OTL (Other Than Life) Licence
- LLQP (Life Licence Qualification Program)
- Candidates who currently hold one licence and are willing to obtain the other will be considered.
What You Need To Know
- This role operates in a hybrid work environment, with two-three days per week in office.
- Occasional evening availability may be required to support client needs, networking activities, and community events.
- The successful candidate will actively contribute to both agency growth objectives and outstanding client experiences.
- This role combines elements of business development, relationship management, and client service.
What's In It For You?
We offer a total rewards package designed to support both your personal and professional success, including:
- Competitive starting salary
- Uncapped commission opportunities
- Performance-based incentive program
- Comprehensive health and dental benefits
- Live Well Spending Account
- Paid vacation and personal days
- Ongoing education, licensing, and professional development support
- Opportunities for continued career and compensation growth
- The ability to build meaningful client relationships while growing your career with a trusted Canadian brand
Ready to Make an Impact?
If you're an experienced insurance professional who enjoys building relationships, creating opportunities, and helping clients protect what matters most, we'd love to hear from you.
Apply today and tell us about your insurance experience, your approach to client relationships, and what excites you about this opportunity.
Pay: $55,000.00-$65,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
- Work from home
Licence/Certification:
- Other than Life (OTL), RIBO or LLQP license (required)
Work Location: Hybrid remote in Waterloo, ON (Waterloo District)
