Commercial Insurance & Financial Services Advisor
 
Agent:  Nicole McCann Insurance and Financial Services Inc.
Location: Newmarket, ON
Type: Full-Time | In-Office
 
Position Overview
Nicole McCann Insurance and Financial Services Inc. is seeking a motivated, relationship-focused Commercial Insurance & Financial Services Advisor to join our growing team.
This role is ideal for a sales professional who enjoys working with business owners, building long-term client relationships, and providing tailored insurance and financial solutions. You will play a key role in developing commercial business opportunities while also managing and servicing an existing portfolio of clients.
If you are driven by helping businesses succeed, have strong consultative sales skills, and thrive in a professional, client-focused environment, we would love to hear from you.
What You'll Do

Develop and grow a commercial lines book of business by prospecting, networking, and generating qualified leads.
Build relationships with business owners and identify opportunities to provide comprehensive insurance and financial services solutions.
Conduct needs-based reviews and recommend appropriate commercial insurance products, including property, liability, commercial auto, business interruption, and other business protection solutions.
Service and retain existing commercial and personal lines clients by providing ongoing support and policy reviews.
Cross-sell and refer financial services products to help clients achieve their personal and business financial goals.
Prepare quotes, proposals, and presentations for prospects and existing clients.
Work closely with Team Leader to achieve sales, retention, and growth objectives.
Deliver exceptional customer service while proactively identifying opportunities to deepen client relationships.
Maintain accurate client records and follow-up activities within the agency's CRM system.
What We're Looking For

Previous experience in commercial insurance, business-to-business sales, financial services, banking, or a related sales environment is preferred.
Demonstrated ability to build relationships, generate new business, and manage client portfolios.
Strong communication, presentation, and negotiation skills.
Self-motivated with a proven ability to work independently and achieve sales goals.
Excellent organizational and time-management skills.
Professional, consultative approach to sales and client service.
Knowledge of commercial insurance products is an asset but not required for the right candidate.
Property & Casualty License and/or LLQP License preferred.
Willingness to obtain required licensing (licensing tuition reimbursed).
Why Join Us

Be part of a well-established agency offering a full portfolio of insurance and financial services solutions.
Work alongside a team of eight experienced professionals with tenure ranging from 1 to 30 years.
Join an award-winning agency
Enjoy a supportive and collaborative culture focused on professional development and success.
Individual office space, casual dress environment, free parking, and a Monday-to-Friday schedule.
Paid vacation, personal days, and comprehensive benefits.
Full training and ongoing coaching provided.
Compensation

Base Salary: $50,000
Compensation Package

Competitive base salary
New business commissions
Performance bonuses
Potential Earnings: $80,000 - $150,000+ annually
Note: These positions are with an independent contractor agent in the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. Employment decisions are made directly by the independent agent.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Insurance Sales Advisor - Desjardins Agent Team Member

Agent: Nicole McCann Insurance and Financial Services Inc.
Location: Newmarket, ON
Type: Full Time/In Office Position
 
Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Insurance Sales Advisor - Desjardins Agent Team Member.  We are seeking an energetic and customer-focused professional who is passionate about helping our business grow through value-based conversations and exceptional client service. If you are a motivated self-starter who enjoys building relationships, achieving sales goals, and delivering outstanding customer experiences, this is an excellent opportunity to build a rewarding career with strong income and growth potential.
Responsibilities:

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Requirements:

Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Excellent interpersonal skills
Excellent communication skills - written, verbal, and listening
Proactive in problem-solving
Dedicated to customer service
Ability to multi-task
Ability to make presentations to potential customers
Property & Casualty license (OTL) and Life Insurance License (LLQP)
must be obtained before start date. Reimbursement for courses and
licenses after 1 year of employment in Agency.
About Our Agency

We have a large agency and offer all lines of insurance and financial services to our clients
The Agency currently has eight team members
Team member tenure ranges from 24 years to 6 months
We are located in Newmarket Ontario
I have been an Agent since 2004
Benefits:

Paid vacation time
Paid sick days
Benefits
Compensation:

$50,000 base salary + commission + bonus
Ability to earn $80,000 - $130,000 by meeting target levels, base + commission + bonus.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.