Insurance & Investment Agent

Job summary

Assess clients’ insurance and investment needs, recommend suitable products, and help clients build and protect their financial portfolios. Conduct meetings, prepare proposals, manage follow-ups and records, collaborate with internal teams, and contribute to sales and business development while meeting compliance requirements.

Job details

Company Description VFG Financial Group is dedicated to attracting and supporting top Advisors by empowering them to offer strong, client-focused financial products and services. The organization emphasizes clear objectives, individual performance, and collaborative teamwork, guided by core values that remain central to daily operations. Team members are encouraged to grow, achieve, and pursue diverse career paths that match their skills and aspirations. VFG Financial Group provides a professional environment where talent is developed and long-term careers in advisory and business development are fostered. Role Description The Insurance & Investment Agent is a full-time, on-site role based in Mississauga, ON. This role involves assessing clients’ insurance and investment needs, recommending suitable products, and helping clients build and protect their financial portfolios. The agent will conduct client meetings, prepare proposals, manage follow-ups, and maintain accurate records to ensure high-quality service and compliance with regulatory requirements. Daily responsibilities also include collaborating with internal teams, staying current on industry trends and product offerings, and contributing to sales initiatives and business development activities. Qualifications Strong proficiency in Insurance Sales and Insurance, with the ability to match client needs to appropriate solutions. Experience with Insurance Brokerage environments and working with multiple carriers or product providers. Knowledge of Finance and investment principles, including retirement planning, wealth accumulation, and risk management. Demonstrated excellence in Customer Service, including relationship building, active listening, and clear communication. Relevant licensing or registration for insurance and investment products in Ontario, or eligibility and willingness to obtain required licenses. Previous experience in financial services, advisory, or related sales roles is an asset. Strong analytical, organizational, and time-management skills, with attention to detail and ethical decision-making. Comfort with using CRM systems and standard office software to manage client information and documentation.

What you’ll do

Assess clients’ insurance and investment needs, recommend suitable products, and help clients build and protect their financial portfolios. Conduct meetings, prepare proposals, manage follow-ups and records, collaborate with internal teams, and contribute to sales and business development while meeting compliance requirements.

Requirements

Candidates should have insurance sales and brokerage knowledge, familiarity with financial and investment principles, and strong customer service, communication, analytical, organizational, and time-management skills. Ontario insurance and investment licensing or eligibility and willingness to obtain required licenses are expected; related financial services or sales experience is an asset.

Listed skills

• Financial planning · Preferred
• Risk Management · Preferred
• Customer service · Preferred
• Relationship Building · Preferred
• Communication · Preferred
• Organization · Preferred
• Time management · Preferred
• CRM Systems · Preferred
• Regulatory Compliance · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance Sales
• Insurance Brokerage
• Investment Principles
• Financial Planning
• Retirement Planning
• Wealth Accumulation
• Risk Management
• Customer Service
• Relationship Building
• Active Listening
• Communication
• Analytical Skills
• Organization
• Time Management
• CRM Systems
• Regulatory Compliance

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support