Insurance Sales Advisor

BrokerLink

. Sell new policies/write new business to existing or new clients and retain existing book of business .

Posted 9/28/2026full-timeOakville • CanadaJunior💰 CA$47,100 - CA$57,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales capabilities with a focus on client relationship building and retention, alongside proficiency in personal insurance processes and documentation. Possesses excellent communication and organizational skills to manage multiple priorities effectively.

Highest-signal resume keywords

Sales ExperiencePersonal Insurance ExperienceRIBO LicenseAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy WritingQuoting New BusinessDocumentation PreparationAccounts Receivable ProcessingUnderwriting Guidelines Knowledge

Soft Skills

Relationship BuildingOrganizational SkillsAbility to Handle Multiple Priorities

Tools & Technologies

Epic

Certifications & Qualifications

RIBO License

Industry Keywords

InsuranceUnderwritingSales OpportunitiesClient ApplicationsCommunity Marketing

About the role

Key responsibilities & impact

Sell new policies/write new business to existing or new clients and retain existing book of business
Quote new business through outbound call initiatives, introductory letters, and walk-in clients
Conduct outbound calls to warm leads to identify sales opportunities and build client relationships
Contact Underwriters and Adjusters to discuss guidelines and policies
Prepare documentation for insurers, complete client applications, and issue insurance certificates
Keep current on underwriting rules and workflow processes
Actively participate in training initiatives
Participate in community marketing initiatives
Process accounts receivable activities
Provide guidance and assistance as requested

Requirements

What you’ll need

1–3 years of sales experience required
Ability to work a regular schedule of 12:00 p.m. to 8:00 p.m.
Minimum 1-year Personal Insurance experience preferred
RIBO License is an asset
Exposure to Epic is an asset
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills
Must be eligible to work in Canada from the anticipated start date and throughout employment
No employer sponsorship or immigration-related support provided

Benefits

Comp & perks

Flexible work arrangements
Multiple benefits offered to support physical and mental wellbeing
Wellness account
Share plan and other savings
Incentive programs
Employee Share Purchase Plan (ESPP) with BrokerLink matching a portion of contributions
Group RRSP with company matching DPSP offerings