Insurance and Investment Broker

Job Description

Insurance and Investment Representative (Education Included) – Virtual / Office Hybrid (Ontario)

Contractual starting hours with the potential to move into a permanent full-time position.

Details:

This opening allows for a part-time start, structured to expand into a full-time career as your professional expertise and book of business broaden.

The role entails consulting with individuals to evaluate their protection requirements, offering guidance on diverse coverage choices, and helping patrons with the submission of policies and continuous account management.

Comprehensive coaching and credentialing assistance are available for those who do not currently hold the necessary provincial licenses.

Primary Duties

• Consult with patrons to analyze their financial security objectives and needs

• Inform clients regarding choices for life, disability, and critical illness protection

• Support customers through the application process and subsequent policy maintenance

• Keep precise and up-to-date documentation of client interactions

• Adhere to all legal guidelines and industry oversight protocols

Candidate Profile:

• Excellent verbal exchange and people-oriented abilities

• Ambitious, driven, and consistently reliable

• Adequate at performing tasks both autonomously and within a group setting

• A passion for financial literacy, self-improvement, or community service

• Commitment to securing essential professional certifications (guidance included)

Benefits and Perks:

• Adaptable work hours (perfect for individuals changing professions or managing other duties)

• Organized instructional programs and professional coaching

• Results-oriented pay structure with prospects for extended career advancement

• The chance to develop a lasting, client-centric professional business

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Job Data Table

Category	Details
Company Name	Van Harten Financial Services
Location	Remote / Hybrid (Ontario), Canada
Locality	Ontario
Country	Canada
City	Various (Ontario)
Region	Ontario
Job Type	Part-time (Transition to Full-time)
Salaries	Performance-based
Experience Level	Entry Level / Training Provided
Travel	Not specified
Language	English
Benefits	Licensing support, Mentorship, Flexible schedule

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Skills & Competency Table

Skill	Proficiency Level
Communication	High
Interpersonal Skills	High
Self-Motivation	High
Independent Working	High
Financial Interest	High
Regulatory Compliance	Intermediate (Training provided)

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Salaries Pay Calculator Table

Component	Amount	Notes
Annual Salary	$0 Base	Performance-based compensation
Bonus	Included	Tied to growth and performance
Total Compensation	Variable	Based on client base development
Notes	N/A	High long-term growth potential

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Job Summary

This Ontario-based role involves educating clients on life, disability, and critical illness insurance. Starting part-time with a path to full-time, you will manage policy applications and client records. The position offers full training and licensing support, making it ideal for self-motivated individuals interested in finance and helping others.

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FAQs

1. Is a degree required for this position?

No degree is mentioned as a requirement for this role.

2. Can I apply if I don’t have an insurance license?

Yes, the company provides training and licensing support for unlicensed candidates.

3. Is the work strictly remote?

The role is offered as a Remote/Hybrid model within Ontario.

4. How does the compensation work?

The pay is performance-based with potential for long-term growth as you build your practice.

5. What insurance products will I handle?

You will focus on life, disability, and critical illness insurance options.

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Expert Analysis

This is a classic entrepreneurial “on-ramp” role. By offering licensing support and a part-time start, Van Harten Financial Services lowers the barrier to entry for the financial services sector. Success depends heavily on soft skills and self-motivation rather than prior technical knowledge, as training is the primary value add.

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Location & Logistics Guide

The role operates across Ontario in a hybrid or remote capacity. Ontario serves as Canada’s financial heart, providing a massive client base for insurance products. Remote work allows for flexibility across various municipalities while maintaining compliance with provincial regulatory standards for insurance brokers.

Wikipedia: https://en.wikipedia.org/wiki/Ontario

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Career Path

Candidates start as part-time trainees focusing on client acquisition and licensing. As the client base matures, the role transitions to a full-time practice. Long-term prospects include becoming a senior broker, specialist in specific insurance lines, or managing a sustainable, independent financial services practice under the firm’s umbrella.