Life Licensed Broker

Job summary

The broker will conduct needs analyses to recommend life and related insurance solutions for clients while managing a personal book of business. Responsibilities include presenting products, submitting applications, and providing ongoing policy reviews to ensure long-term financial security.

Job details

Company Description Greatway Financial Inc. is a Canadian Managing General Agency (MGA) dedicated to helping families and businesses build financial protection through life insurance and related solutions. Partnering with leading insurance providers across Canada, Greatway supports clients with life, illness and disability, mortgage, and business insurance, as well as legacy and estate planning. The organization emphasizes education, needs-based guidance, and trusted relationships so clients can make informed decisions about their financial futures. Greatway offers a platform for professionals from diverse backgrounds to pursue licensing, training, and continuous development while serving families and communities. Guided by the philosophy “Investing in Happiness, Investing in You,” Greatway fosters a community of professionals committed to protecting families and advancing financial security nationwide. Role Description This is a full-time remote role for a Life Licensed Broker at Greatway Financial Inc. The Life Licensed Broker will meet with prospective and existing clients (virtually and/or in person as needed), conduct thorough needs analyses, and recommend appropriate life and related insurance solutions that support long-term financial security. Responsibilities include presenting and explaining insurance products, preparing and submitting applications, following up on underwriting requirements, and maintaining accurate client records. The broker will build and manage a personal book of business, provide ongoing policy reviews, and offer service and guidance as clients’ needs change over time. The role also involves participating in training sessions, staying up to date on carrier products and industry trends, and collaborating with Greatway’s support teams and leadership to ensure a professional and compliant client experience. Qualifications: Licensed (or eligible for licensing) as a Life Insurance Agent in the applicable Canadian province; completion of required regulatory exams or willingness to complete them. Foundational knowledge of life insurance, living benefits (illness and disability), mortgage protection, and business insurance solutions, with the ability to explain concepts in clear, accessible language. Strong client relationship-building skills, including active listening, empathy, and a consultative, education-focused approach to needs-based selling. Effective communication and presentation abilities, both written and verbal, including comfort with virtual meetings and digital communication tools. Self-motivated and disciplined, with strong time-management, organization, and follow-up skills to manage a growing client portfolio in a remote environment. Basic proficiency with technology tools, such as CRM systems, online meeting platforms, and digital application processes. Integrity, professionalism, and adherence to regulatory, ethical, and compliance standards in all client interactions. Prior experience in financial services, insurance, sales, or customer service is an asset, but candidates from diverse professional backgrounds are encouraged to apply. Ability to work independently while engaging in ongoing

What you’ll do

The broker will conduct needs analyses to recommend life and related insurance solutions for clients while managing a personal book of business. Responsibilities include presenting products, submitting applications, and providing ongoing policy reviews to ensure long-term financial security.

Requirements

Candidates must be licensed or eligible for licensing as a Life Insurance Agent in a Canadian province. They should possess strong communication skills, a consultative sales approach, and proficiency with digital tools and CRM systems.

Listed skills

• Time management · Preferred
• Financial planning · Preferred
• Consultative Selling · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Life Insurance Licensing
• Needs Analysis
• Client Relationship Management
• Consultative Selling
• Financial Planning
• Underwriting Knowledge
• Virtual Communication
• CRM Proficiency
• Time Management
• Estate Planning
• Mortgage Protection
• Business Insurance

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting