PI Advisor, New Business

BrokerLink

Personal Insurance Advisor selling new policies and retaining clients for BrokerLink, an insurance brokerage. Serving walk-in and outbound sales opportunities from Oakville or Newmarket offices.

Posted 8/11/2026full-timeOakville • 🇨🇦 CanadaJuniorWebsite

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 effective communication. Proficient in quoting new business, preparing documentation, and maintaining compliance with underwriting guidelines.

Highest-signal resume keywords

Personal Insurance ExperienceSales ExperienceRIBO LicenseCustomer FocusVerbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quoting New BusinessPreparing DocumentationIssuing Insurance CertificatesProcessing Accounts ReceivableConducting Outbound Calls

Soft Skills

Interpersonal SkillsOrganizational SkillsAbility To Handle Multiple Priorities

Certifications & Qualifications

RIBO License

Industry Keywords

Underwriting GuidelinesClient ApplicationsSales OpportunitiesCommunity Marketing Initiatives

About the role

Key responsibilities & impact

Sell new policies and write new business to existing or new clients
Retain the existing book of business
Quote new business through outbound call initiatives and introductory letters
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 and complete client applications
Issue insurance certificates
Keep current on underwriting rules and workflow processes
Participate in training initiatives
Participate in community marketing initiatives
Process accounts receivable activities
Provide guidance and assistance as requested

Requirements

What you’ll need

Minimum 1-year Personal Insurance experience
Sales experience required
Preference given to candidates with an RIBO License
Ability to work a regular schedule from 12:00 p.m. to 8:00 p.m.
Strong customer focus
Ability to handle multiple priorities successfully and reach target goals
Strong interpersonal and organizational skills
Excellent verbal and written communication skills
Candidates must be eligible to work in Canada from the anticipated start date and throughout employment
BrokerLink does not provide sponsorship or other immigration-related support

Benefits

Comp & perks

Flexible work arrangements
Multiple benefits offered to support physical and mental wellbeing
Wellness account
Share plan
Other savings
Commissions and other performance incentives with expected payout potential of 10–15% of salary, subject to personal and team performance
Employee Share Purchase Plan (ESPP), with BrokerLink matching a portion of contributions
Group RRSP with company matching DPSP offerings
Training initiatives
Accessible environment and accommodations during the selection process