Business Line: Life & Wealth Management

Hours Per Week: 35 (Full-Time)

Location: Markham, Ontario - Hybrid - Requires one day a week in office (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About the Role

We’re looking for an individual to support the needs of our Life & Wealth Management division. The successful candidate will work with Sales Producers as well as external partners to help our clients find the best solutions using a number of analytical tools and approaches.

What You’ll Do

• Collaborate with Sales Producers on products and insurance solutions for client satisfaction
• Work with carriers and external partners to obtain quotes and explore different product solutions.
• Use different sales proposals templates to deliver accurate information on a variety of life and living benefit insurance products
• Compare vast product types for clients to communicate the positives and negatives
• Run illustrations for all product lines using carrier software.
• Input values from illustrations into different proposal templates for the delivery to clients.
• Complete renewal projects to capture client’s term and critical illness renewals.
• Assist team with prepping material for meetings.
• Other duties as assigned

What You Bring

• LLQP license would be considered an asset

• Typically, more than three years of industry and product line experience
• Ability to manage a high-volume workload in a fast-paced & demanding environment
• Microsoft Office knowledge is essential, with an expert focus in Excel
• Strong attention to detail while working with numbers and spreadsheets
• Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.)
• Strong team player who can work well with internal and external partners
• Problem-solving ability, who can also work independently at times

Who We Are

NFP is a leading insurance brokerage that provides property and casualty, group benefits, retirement and individual solutions through our licensed subsidiaries and affiliates. We’re a 5x Best Places to Work award winner in Insurance, a 5-Star Brokerage award winner from Insurance Business Canada Magazine, and a recognized Elite Agency award winner. We enable client success through the expertise of over 1000 employees based in Canada and more than 6,900 employees with over 310 offices globally.

Since 2021, NFP has been responsible for bringing more than four billion dollars ($4,000,000,000) in premium to the P&C Market.

Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space. To learn more, please visit https://nfp.ca/.

What’s In It For You

NFP’s PeopleFirst culture offers a multitude of benefits to employees and is a great place to call home.

• A hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

Our employees are the foundation of our success.

NFP is a big company — a growing, inclusive team of individuals supporting each other’s passions and engaging with the community.

Building a diverse, collaborative and innovative team requires leadership, deliberate action, and ongoing measurement. We actively support the well-being of our employees with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving forward.

Beyond our office walls, we’re dedicated to serving the community around us. Every day we make proactive choices to take care of the communities in which we live and work. We contribute to different organizations, including CIBC Run for the Cure, Autism Speaks, KRG Children's Charitable Foundation and many more. From charity drives and community service outings to other company-sponsored events, our employees donate their time and raise funds on behalf of great causes across the country.

Our business is built on the personal level. Whether it’s in our offices, on a call, out in the field or anywhere you can find us in the world, we’re starting the conversations that create a more secure future for everyone.

Accommodations are available on request for candidates taking part in all aspects of the selection process.