Life Insurance Representative

Company Description WhiteHorse Financial is dedicated to continuously educating and guiding advisors so they can provide informed, high-quality financial advice to Canadian families. The organization focuses on life insurance and related financial solutions that help clients protect their loved ones and build long-term security. Team members benefit from a learning-oriented environment that emphasizes ongoing training, professional development, and ethical client service. Working at WhiteHorse Financial means contributing to meaningful financial outcomes for families across Canada while growing a sustainable career in the financial services industry.

Role Description The Life Insurance Representative is a full-time, on-site role based in the Greater Toronto Area, Canada. In this position, the representative meets with clients to assess their life insurance and financial protection needs, explains policy options, and recommends suitable products. Daily responsibilities include managing a pipeline of prospects, following up on leads, preparing insurance proposals, and completing applications accurately and on time. The role also involves maintaining strong client relationships through ongoing service, responding to inquiries, and conducting periodic policy reviews. The representative collaborates with advisors and internal teams to ensure compliant practices, up-to-date product knowledge, and consistent delivery of high-quality financial guidance.

Qualifications

• Candidates should possess strong Insurance Sales skills and a solid understanding of life Insurance products.
• Candidates should possess experience in Insurance Brokerage or working with multiple carriers and distribution channels.
• Candidates should possess foundational Finance knowledge to explain policy features, premiums, and long-term financial impacts.
• Candidates should possess excellent Customer Service skills, including clear communication, active listening, and relationship-building.
• Completion or eligibility for relevant provincial life insurance licensing in Ontario (LLQP or equivalent).
• Prior experience in financial services, banking, or wealth management is an asset.
• Strong organizational skills, attention to detail, and the ability to manage multiple client cases simultaneously.
• Comfort with using CRM systems, digital tools, and standard office software.
• Commitment to ethical conduct, regulatory compliance, and continuous professional development.