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Insurance Advisor information

What does an insurance advisor do?

Insurance advisors provide a range of insurance-related advice to individual customers. Your duties in this career involve financial management, client sales, and business advice for customers. You provide a detailed analysis of the current options available to your clients and suggest possible options for them to pursue. You also provide businesses with information related to compliance and insurance administration projects. You often work closely with underwriters and other people who assess risk to determine the best products for your customers.

What are the key skills and qualifications needed to thrive as an insurance advisor, and why are they important?

To thrive as an Insurance Advisor, you need a solid understanding of insurance products, financial planning, and relevant regulations, often backed by certifications such as a state insurance license. Familiarity with customer relationship management (CRM) software and policy management systems is typically required. Strong interpersonal skills, active listening, and persuasive communication help build trust and effectively address client needs. These skills ensure advisors can provide tailored solutions, maintain compliance, and foster lasting client relationships in a competitive market.

What are some common challenges insurance advisors face when building a client base, and how can they overcome them?

Insurance Advisors often encounter challenges such as building trust with new clients, differentiating their services in a competitive market, and managing client objections or misconceptions about insurance products. To overcome these hurdles, Advisors can focus on developing strong interpersonal communication skills, staying updated on industry trends, and leveraging client referrals and networking events. Many successful advisors also invest time in ongoing education and utilize digital tools to maintain meaningful client relationships and streamline their workflow.
More about Insurance Advisor jobs

What are the most commonly searched types of Insurance Advisor jobs in Ontario?

The most popular types of Insurance Advisor jobs in Ontario are:

What are popular job titles related to Insurance Advisor jobs in Ontario?

For Insurance Advisor jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Insurance Advisor jobs in Ontario look for?

The top searched job categories for Insurance Advisor jobs in Ontario are:

What cities in Ontario are hiring for Insurance Advisor jobs?

Cities in Ontario with the most Insurance Advisor job openings:

What are popular job titles related to Insurance Advisor jobs in ON?

For Insurance Advisor jobs in ON, the most frequently searched job titles are:

Insurance Advisor jobs near you
Infographic showing various Insurance Advisor job openings in Ontario as of September 2026, with employment types broken down into 1% As Needed, 61% Full Time, 24% Part Time, and 14% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution.

Insurance Advisor

Midland, ON

Todd Lalonde - Desjardins Insurance Agent
See more jobs at Todd Lalonde - Desjardins Insurance Agentexternal

Full-time

Re-posted 17 days ago

Job description

Insurance Advisor
Location: Midland, ON
Job Types:  Permanent, Full-Time, Monday-Friday

Todd Lalonde Insurance Agency has been in business in Midland for 35 years and continues to grow each year.  We are looking for an ambitious professional to join our fun, supportive and successful team environment.  As an Insurance Advisor, you will be responsible for providing exceptional customer service to current clients and providing sales support to new clients.  You must be willing to learn and grow with our business, working towards individual and agency goals.  A General License (OTL) will be required or be willing to obtain, along with multi-tasking skills and proficiency with phones and computers will be an asset.  Training is offered in-office to allow for a successful career in the insurance industry.  If you are looking for a challenging and rewarding career in the insurance industry with a locally-owned, longstanding agency, we encourage you to apply for this exciting opportunity to join our team!

Responsibilities:

  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing clarification.
  • Contribute to team sales success through achievement of individual sales goals and through effective opportunity spotting, cross selling and referring to your team.
  • Work with the agent and team to establish and meet set goals.

What will make you SUCCESSFUL:

  • Service/Sales experience
  • Successful track record of meeting service and sales goals/quotas preferred
  • Excellent time management skills, interpersonal skills and communication skills - written, verbal and listening
  • Proactive in problem solving and proficient in Microsoft Office: Word and Outlook 
  • Self-motivated, goal oriented and enthusiastic
  • Ability to multi-task
  • Must have strong integrity, ethics, and adhere to regulatory compliance
  • OTL (Property & Casualty License) is preferred/must be able to obtain. Course and exam fees reimbursed after successful completion

Benefits of Working with Us:

  • Work-life balance
  • Growth opportunities
  • Team bonuses
  • Helpful, Encouraging Team Environment
  • Community-oriented local business

We thank all applicants for their interest, however only those selected for interview will be contacted.

Apply