Trevor Chew
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08/04/2025
Free Seniors Financial Planning workshop THURSDAY AUGUST 14th 11:30AM - 1:00PM
Refreshments will be served
Text, Call, Email for REGISTRATION CALL: 647-980-6516
EMAIL: [email protected]
10/23/2024
Thank you Travel Guide for featuring us in your top 5 financial planning firms review: https://www.toronto-travel-guide.com/top-financial-advisors-toronto/
10/23/2024
Thank you Travel Guide for featuring us in your top 5 financial planning firms review:
The Top 5 Toronto Financial Advisors for a Prosperous Future [2024 ] Sick of financial jargon? Our curated list of the top Toronto advisors speaks your language: More Money, Less Problems!
10/18/2024
https://www.linkedin.com/jobs/view/4053385027/
Legacy Financial is a holistic financial planning firm and insurance agency seeking independent life licensed advisors to contract on a self employed basis. Own your own book of business, not MLM, no recruiting required, no desk fee. Only main errors and ommission insurance around $600/yr, life license fee ebery 2 years of $170 with 30 continuing edcustion credits
Life license insurance agent
This is a contract role for a Life Insurance Agent at Legacy Financial Canada Inc. located in the Greater Toronto Area, Canada. As a Life Insurance Agent, you will be responsible for providing clients with guidance on life insurance options, explaining policy features, analyzing clients' insurance needs, and helping them choose suitable coverage.
We partner with largest privately owned Managing General Agency (MGA) Hub Financial, and Bridgeforce financial, giving you 3 firms resources and access to all their training and support. I will also train directly and help with advanced case work.
Qualifications: minimum 650 credit score required
Strong communication and interpersonal skills
Knowledge of various life insurance products
Detail-oriented with excellent analytical skills
Ability to explain complex information clearly and effectively to clients
Customer service-oriented mindset
Proficiency in sales and negotiation techniques
Relevant certification or licensing to sell life insurance in the Greater Toronto Area, Canada
Previous experience in insurance sales or a related field is a plus
Legacy Financial Canada Inc. hiring Life Insurance Agent in Greater Toronto Area, Canada | LinkedIn Posted 4:08:31 PM. Legacy Financial is a holistic financial planning firm and insurance agency seeking independent…See this and similar jobs on LinkedIn.
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Toronto, ON