Licensed Mortgage Agent
Toronto, ONTemps plein
OF
Optimize Financial Group
Optimize Financial Group needs a licensed mortgage agent with a licence in good standing and prior mortgage, lending, banking, insurance or client-facing sales experience. Candidates need strong sales and follow-up skills, clear communication, and the organization to manage multiple active files.
CRM, mortgage systems, lender portals, online document tools
Licensed Life Insurance Representative
Toronto, ONTemps plein
OF
Optimize Financial Group
Optimize Financial Group needs candidates with an active Life and Accident & Sickness Insurance Agent licence. Experience in insurance, financial services or a client-facing sales role is strongly preferred, along with strong sales, follow-up and organization skills.
CRM platform, Insurer portals, Online application tools, Excel