FISCO Licenced Life, Group Benefit and Accident and Sickness Agent

CHES Financial Services Inc. - Ottawa, ON (il y a 30+ jours)

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Position Title: Life, Group Benefit and Accident and Sickness Agent

Location: Ottawa

An exciting Opportunity to join the an International award winning Group.

We are looking to recruit a Team member with a proven history in sales, to join the Team at CHES Financial Services as a Leading provider in the Life, Group Benefit, Accident, Sickness and Financial Services Sector in Ottawa, with potential to be the Lead team member of our Ottawa operation.

Key Accountabilities and Responsibilities:

1. Group Benefit, Life, Accident and Sickness Agent

o Underwrite new business as presented

o Generate and follow up with leads

o A good knowledge of products in the Life, A&S and Group Benefit market

o Achieve assigned monthly sales goals

o Maintain a renewal book

o Underwrite and negotiate renewal

o Ensure Customer Service Standards are consistently met

2. Portfolio Management

o Monitor key results semi-annually

o Monitor Underlying Portfolio results and adjust accordingly

o Report directly to Senior management

Skills, Education, Knowledge and Experience:

o Post-graduate degree or certification

o Hold a current and Valid FISCO Life, Sickness and Accident licence

o Developed knowledge and applied experience in the application of industry legislation and regulations; knowledge of industry objectives, trends and issues

o Minimum 3 years of experience

o Demonstrable sales and marketing experience

o Experience/exposure to financial management methods.

o Language skills an advantage


o Possess strong interpersonal and communication skills

o Possess excellent problem-solving and decision-making skills

o Capable of making sound business decisions where there are areas of ambiguity

o Possess excellent organization and time management skills with the ability to effectively multi-task

o Displays confidence and composure under pressure

o Smart and well presented

o Able and motivated to work in cross-functional teams as well as independently

o Ability to take initiative and work effectively with minimal direction

o Ability to motivate self and others

Job Type: Full-time

Salary: $65,000.00 /year


  • Life, A/S: 3 years (Required)


  • Bachelor's Degree (Preferred)


  • Ottawa, ON (Required)


  • FISCO Life A/S (Required)