Personal Insurance Sales Advisor

BrokerLink

Personal Insurance Advisor tasked with selling and managing policies in Ontario offices. Engaging with clients, quoting new business, and participating in community marketing initiatives.

Posted 7/14/2026full-timeSudbury • 🇨🇦 CanadaJunior💰 CA$47,100 - CA$57,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal insurance sales, client relationship management, and policy documentation. Proficient in handling multiple priorities while maintaining a strong customer focus and effective communication.

Highest-signal resume keywords

Personal Insurance ExperienceSales ExperienceRIBO LicenseCustomer FocusInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy DocumentationApplication ProcessingAccount Receivable ProcessingOutbound CallingQuoting New Business

Soft Skills

Organizational SkillsVerbal CommunicationWritten Communication

Tools & Technologies

Epic

Certifications & Qualifications

RIBO License

Industry Keywords

Underwriting RulesInsurance CertificatesSales OpportunitiesClient RelationshipsCommunity Marketing

About the role

Key responsibilities & impact

Sell new policies/write new business to existing or new clients
Retain existing book of business
Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
Conduct outbound calls to warm leads to identify sales opportunities and build client relationships
Contact Underwriters and Adjusters to discuss guidelines and policy
Prepare documentation for insurers, complete applications for clients, and issue insurance certificates
Keep current on underwriting rules and workflow processes
Actively participate in training initiatives
Participate in community marketing initiatives
Process Account Receivable activities
Provide guidance and assistance as requested

Requirements

What you’ll need

Minimum 1-year Personal Insurance experience
Sales experience required
Exposure to Epic is an asset
Preference will be given to candidates who have their RIBO License
Strong customer focus
Demonstrated ability to handle multiple priorities successfully and reach target goals
Strong interpersonal and organizational skills
Excellent verbal and written communication skills

Benefits

Comp & perks

Flexible work arrangements
Multiple benefits offered to support physical and mental wellbeing
Wellness account
Share plan & other savings
Group RRSP