Top Benefits
About the role
About Us
Our Life and Health Insurance Distribution organization is a new organization which promises to be dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.
Who we are
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
- Work-life harmony with access to an award-winning holistic wellness program,
- Continuous learning through our robust corporate curriculum and education reimbursement program,
- Incredible rewards, travel incentives, and product and service discounts,
- Pay-for-performance and best-in-class recognition programs, and
- Competitive benefits that include a defined contribution plan, personal spending account, and so much more.
Join our growing team where everyone belongs!
Position details
What You Will Do
As a Senior Life Insurance Advisor, you will be a key contributor to our team's success. Your role involves managing and expanding your own client portfolio, while also acting as a leader and mentor. Your responsibilities include:
- Coaching and Mentorship: Provide one-on-one coaching and guidance to junior advisors, helping them improve their skills and performance.
- Team Development: Help develop and implement strategies to improve our team's overall productivity and drive collective success.
- Client Management: Engage with clients through both in-person and phone-based meetings, providing expert advice and guiding them through the application process.
- Sales and Compliance: Maintain up-to-date knowledge of all products, prepare detailed quotes, and ensure all sales activities adhere to company policies and legal regulations.
Who You Are
We are seeking an experienced professional with a proven, successful track record in life insurance sales and a strong desire to make an immediate impact. The ideal candidate will be a leader who is also coachable and committed to continuous improvement.
- A minimum of 5 years of experience in life insurance sales and advisory roles.
- Demonstrated experience in a coaching, mentoring, or leadership capacity.
- The ability to work effectively as part of a collaborative team.
- Experience excelling in both in-person and phone-based sales environments.
- Post-secondary education in Business Administration, Finance, or a related field.
- A valid Insurance License and LLQP Designation.
- Additional financial designations, such as a Certified Financial Planner (CFP) or certifications in estate planning, are considered a strong asset.
- Strong command of the English language.
Our Commitment
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.
About CAA Club Group
For close to 120 years, we have been innovative leaders committed to meeting and exceeding the needs of Canada’s motorists and travellers.
CAA Club Group of Companies (CCG) is comprised of two automobile clubs—CAA South Central Ontario and CAA Manitoba— that provide Roadside Assistance, travel, insurance service and Member savings for our over 2.5 million Members. Our organization also includes CAA Insurance Company, a national property and casualty insurance company, Orion Travel Insurance Company, a nationwide trusted travel insurer, Echelon Insurance, a leading specialty insurer and CCG Advisory Services, a new company providing Ontarians with trusted advice on life, critical illness, and disability insurance.
Top Benefits
About the role
About Us
Our Life and Health Insurance Distribution organization is a new organization which promises to be dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other’s successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.
Who we are
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
- Work-life harmony with access to an award-winning holistic wellness program,
- Continuous learning through our robust corporate curriculum and education reimbursement program,
- Incredible rewards, travel incentives, and product and service discounts,
- Pay-for-performance and best-in-class recognition programs, and
- Competitive benefits that include a defined contribution plan, personal spending account, and so much more.
Join our growing team where everyone belongs!
Position details
What You Will Do
As a Senior Life Insurance Advisor, you will be a key contributor to our team's success. Your role involves managing and expanding your own client portfolio, while also acting as a leader and mentor. Your responsibilities include:
- Coaching and Mentorship: Provide one-on-one coaching and guidance to junior advisors, helping them improve their skills and performance.
- Team Development: Help develop and implement strategies to improve our team's overall productivity and drive collective success.
- Client Management: Engage with clients through both in-person and phone-based meetings, providing expert advice and guiding them through the application process.
- Sales and Compliance: Maintain up-to-date knowledge of all products, prepare detailed quotes, and ensure all sales activities adhere to company policies and legal regulations.
Who You Are
We are seeking an experienced professional with a proven, successful track record in life insurance sales and a strong desire to make an immediate impact. The ideal candidate will be a leader who is also coachable and committed to continuous improvement.
- A minimum of 5 years of experience in life insurance sales and advisory roles.
- Demonstrated experience in a coaching, mentoring, or leadership capacity.
- The ability to work effectively as part of a collaborative team.
- Experience excelling in both in-person and phone-based sales environments.
- Post-secondary education in Business Administration, Finance, or a related field.
- A valid Insurance License and LLQP Designation.
- Additional financial designations, such as a Certified Financial Planner (CFP) or certifications in estate planning, are considered a strong asset.
- Strong command of the English language.
Our Commitment
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.
About CAA Club Group
For close to 120 years, we have been innovative leaders committed to meeting and exceeding the needs of Canada’s motorists and travellers.
CAA Club Group of Companies (CCG) is comprised of two automobile clubs—CAA South Central Ontario and CAA Manitoba— that provide Roadside Assistance, travel, insurance service and Member savings for our over 2.5 million Members. Our organization also includes CAA Insurance Company, a national property and casualty insurance company, Orion Travel Insurance Company, a nationwide trusted travel insurer, Echelon Insurance, a leading specialty insurer and CCG Advisory Services, a new company providing Ontarians with trusted advice on life, critical illness, and disability insurance.