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Commercial Insurance & Financial Services Advisor

Agent: Nicole McCann Insurance and Financial Services Inc.

Location: Newmarket, ON

Type: Full-Time | In-Office

Position Overview

Nicole McCann Insurance and Financial Services Inc. is seeking a motivated, relationship-focused Commercial Insurance & Financial Services Advisor to join our growing team.

This role is ideal for a sales professional who enjoys working with business owners, building long-term client relationships, and providing tailored insurance and financial solutions. You will play a key role in developing commercial business opportunities while also managing and servicing an existing portfolio of clients.

If you are driven by helping businesses succeed, have strong consultative sales skills, and thrive in a professional, client-focused environment, we would love to hear from you.

What You'll Do

• Develop and grow a commercial lines book of business by prospecting, networking, and generating qualified leads.
• Build relationships with business owners and identify opportunities to provide comprehensive insurance and financial services solutions.
• Conduct needs-based reviews and recommend appropriate commercial insurance products, including property, liability, commercial auto, business interruption, and other business protection solutions.
• Service and retain existing commercial and personal lines clients by providing ongoing support and policy reviews.
• Cross-sell and refer financial services products to help clients achieve their personal and business financial goals.
• Prepare quotes, proposals, and presentations for prospects and existing clients.
• Work closely with the Agent to achieve sales, retention, and growth objectives.
• Deliver exceptional customer service while proactively identifying opportunities to deepen client relationships.
• Maintain accurate client records and follow-up activities within the agency's CRM system.

What We're Looking For

• Previous experience in commercial insurance, business-to-business sales, financial services, banking, or a related sales environment is preferred.
• Demonstrated ability to build relationships, generate new business, and manage client portfolios.
• Strong communication, presentation, and negotiation skills.
• Self-motivated with a proven ability to work independently and achieve sales goals.
• Excellent organizational and time-management skills.
• Professional, consultative approach to sales and client service.
• Knowledge of commercial insurance products is an asset but not required for the right candidate.
• Property & Casualty License and/or LLQP License preferred.
• Willingness to obtain required licensing (licensing tuition reimbursed).

Why Join Us

• Be part of a well-established agency offering a full portfolio of insurance and financial services solutions.
• Work alongside a team of eight experienced professionals with tenure ranging from 1 to 30 years.
• Join an award-winning agency
• Enjoy a supportive and collaborative culture focused on professional development and success.
• Individual office space, casual dress environment, free parking, and a Monday-to-Friday schedule.
• Paid vacation, personal days, and comprehensive benefits.
• Full training and ongoing coaching provided.

Compensation

• Base Salary: $45,000
• Potential Earnings: $80,000 - $130,000+ annually

Compensation Package

• Competitive base salary
• New business commissions
• Performance bonuses

Note: These positions are with an independent contractor agent in the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. Employment decisions are made directly by the independent agent.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.