Insurance Agent / Insurance Broker

CWF Group of companies, consists of:
 
CWF Group Inc., one of the country's top provider of financial wealth management solutions.
 
CWF Group Mortgages Inc., one of the country's top provider of lending solutions. With access to over 200 lending institutions across Canada such as major banks, credit unions, trust companies, and private funds, we are able to help our clients find the best mortgage solutions to suit their individual needs.  CWF Group Mortgages Inc., is a franchisee of the Mortgage Centre (a division of CIBC).
 
IQInvest Mortgage Investment Corporation, is a non-bank lender that provides flexible and creative financing solutions to the real estate communities in Canada.
 
more details: www.cwfgroup.com and www.iqinvest.ca 
 
We are committed to recognizing, affirming, and celebrating our employees. We offer competitive compensation packages and provide opportunities for advancement.

A career at CWF Group will offer you the opportunity to:

  • Work in a growing, exciting, fast-paced organization with professionals (Insurance Agent, Insurance Broker, Financial Advisor, Mortgage Agent, Mortgage Broker, Private Wealth Consultants, Certified Financial Planners) who are passionate about their work;
  • Work in an organization that listens and responds to new ideas and opportunities;
  • Take on challenging and interesting work;
  • Receive comprehensive training in a highly supportive environment;
  • Be able to work from home;

Summary of Position:

As an Insurance Agent / Insurance Broker, you will learn the skills required to become a successful Private Wealth Consultant. You will also learn how to prospect and manage a preselected group of clients and prospects with interesting financial situations and advise them on the most appropriate risk management products, including a broad range of proprietary and non-proprietary products.  As you develop, you may find yourself working with clients with increasing personal net worth, which require more complex, specialized, or greater variety of risk management techniques.

Duties:

  • Be a part of the extended CWF Family and enjoy superior agent resources, sales & marketing support, training & development programs, superior back office support, licensing and contracting support;
  • Benefit from long-term mentorship of top leaders in the industry;
  • Establish and maintain strong customer relationships in order to meet customer needs and objectives;
  • Provide objective financial advice to clients with complex risk management needs;
  • Proactively sell insurance products that meet clients’ needs as identified through the financial planning process;
  • Utilize appropriate opportunity management techniques minimize risks;
  • Plan and execute marketing and risk management solutions to attract new clients.

Required:

  • Valid and active Life Insurance License is a requirement of this role
  • Insurance License course registration is available (for unlicensed candidates)

CWF Group is an equal opportunity employer. We promote excellence through diversity and encourage all qualified persons to apply.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.


**FAQ – Insurance Agent / Insurance Broker Position:  Top 10 Questions  - www.cwfgroup.com/top10

Apply Today! Please email careers@cwfgroup.com with a completed resume.

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