Insurance Advisor Position in Life & Wealth

Kemptville Full Time

Bowie Financial Inc. - Job Details

Posted: Feb 24, 2020
Expires: Jun 24, 2020

Insurance Advisor Position in Life & Wealth


Hello, are you someone with good ethics, interpersonal skills, ambition, and an LLQP License? If so please keep reading, you might be a good fit for our growing company and we might be a good fit for you.



A bit about the company, Bowie Financial Inc.: Our CEO celebrates 40 years in the Life Insurance & Investments business with a strong focus on Retirement and Estate planning. We are a brokerage with access to over 20 companies offering our clients a wide selection of solutions and our advisors a wide selection to choose from to best help clients. We truly care about our clients and our company family. We are huggers, we get to know our clients, we help people feel less stressed about tax efficiency and estate planning, and we offer guarantees on our investments.  We also provide living benefits and life insurance solutions to help folks sleep well at night. Our CEO has hosted 120 + informative workshops/seminars and generated thousands of leads.


We are looking for someone who has: 


  • Their Life/A&S Licensed (HLLQP/LLQP).  

  • 1-2 years in professional sales experience, preferably within the Insurance Industry.  

  • Competency in CRM systems. 

  • An insured car and a valid driver's license. 


Core Competencies (in addition to qualifications):


  • You are a natural communicator, with a professional demeanor who excels at networking and building lasting relationships.

  • Your strong business acumen and organizational skills will enable you to confidently provide recommendations to clients.

  • Your values and ethics are driven by your sense of integrity and honesty.

  • You’re self-driven with dedication to succeed, centered on building trusted relationships, strong work ethic, persistence and desire to reach your full potential.

Key Accountabilities: 

  • Grow your client base through our company leads and meeting with existing and potential clients to complete financial needs analysis.

  • Implement your suggestions through needs based sales of life insurance, and investment solutions. 

  • Provide ongoing financial advice and account management tailored to your clients' needs.

  • Build your credibility and gain the trust of the people you serve through a holistic, client service approach.


Advantages of working with us: 


  • A CRM system and a strong back-office means you can work from almost anywhere.

  • Two offices to work from. 

  • Great ongoing Marketing, Seminars, and Events. 

  • Nurtured leads, (no cold leads). 

  • A wealth of knowledge.

  • A business built on good ethics and morals.   

  • Opportunity to expand your portfolio. 

  • Opportunity to specialize and develop your career. 

  • A real friendly, dedicated, hard-working company family. 




  • Commission and trailers. 

  • Opportunity to work as a sub-advisor or independent contractor

Interested candidates should send resumes to:  Sarah Bowie    info@bowiecanhelp    

 For assistance with job search and application preparation, unemployed individuals are invited to register with CSE Consulting. For more information about the benefits of registering with CSE, please contact us in Kemptville at 613-258-6576 or in Prescott at 613-925-0222.

How to apply

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