Job Description

Job Title: Life Licensed Insurance Agent - Client Service & Estate Planning Support

Location: Saugeen Shores
Full-Time | In-Office
Industry: Wealth & Insurance Advisory

About the Role

We are seeking a

licensed, client-first Life Insurance Agent

to join our growing advisory team. This is a

support-oriented, relationship-driven

role -- perfect for someone who excels in client service, is deeply knowledgeable about insurance and estate planning, and is committed to helping Canadians protect and pass on their wealth with care and integrity.

You'll work closely with a senior financial advisor to

support existing clients

,

facilitate insurance solutions

, and contribute to

long-term estate planning strategies

-- always acting in the best interests of the individuals and families we serve. Please note: this is not intended to be a sales role, but new business sales can be factored into compensation!

Who You Are

A

licensed life insurance professional

in good standing (LLQP) Experienced in

estate planning

, with a strong understanding of permanent life insurance, beneficiary structures, tax considerations, and wealth transfer strategies A

trusted communicator

who can simplify complex ideas and provide guidance that gives clients peace of mind Passionate about

building long-term relationships

and delivering ongoing service, not just one-time transactions Organized, collaborative, and self-motivated -- someone who takes pride in

following through

and always doing what's right for the client

Key Responsibilities

Support the lead advisor in

client servicing

, including responding to inquiries, managing policy changes, and tracking key renewal dates Provide expert

insurance advice and planning support

to clients, with an emphasis on protection, estate preservation, and tax efficiency Assist in the

design and implementation of insurance strategies

, including needs analysis, illustrations, and application preparation Participate in client meetings and follow-ups, helping maintain a high level of trust and engagement Collaborate with other professionals (lawyers, accountants, underwriters) as part of a comprehensive estate and financial planning process Maintain accurate client records and documentation in compliance with industry standards and internal processes

Qualifications

Valid Life License Qualification Program (LLQP)

license in Canada (and eligible to work with multiple carriers)

3+ years' experience

in life insurance advisory, preferably with exposure to estate and legacy planning Knowledge of

insurance software

, CRM tools, and underwriting processes Professional communication and relationship management skills Strong ethical compass -- always putting the client's needs and long-term well-being first

Nice to Have

Experience working within a

wealth advisory or financial planning

firm Familiarity with corporate-owned life insurance (COLI) or business succession planning Designations such as

CLU, or CFP

are strong assets

Why Join Us?

We are a wealth and insurance advisory firm that puts relationships at the center of everything we do. Our clients trust us to guide them through some of life's most important decisions -- and we take that responsibility seriously. Here, your voice matters, your expertise is valued, and your work has meaningful impact.

We offer:

A supportive, team-oriented environment Access to multiple leading insurance carriers Opportunities for continuing education and growth A chance to be part of a purpose-driven firm helping clients build and preserve lasting legacies

Ready to Apply?

If you're a licensed insurance professional who thrives on

doing what's right for the client

, enjoys long-term planning, and wants to be part of a firm that values depth over volume, we'd love to connect with you.

Please send your resume and a brief cover letter to

purewealthfg@gmail.com

Job Type: Full-time

Pay: $34,400.00-$80,397.01 per year

Benefits:

Extended health care
Work Location: In person