Regional Insurance Advisor - 8073 - IW-8073

Date of modification: May 14, 2021

Job number: IW-8073


Job title: Regional Insurance Advisor - 8073

Location: Fredericton, Moncton, Ottawa


Regional Insurance Advisors 

needed for Ottawa and New Brunswick

LLQP a must 


You Will Make a Difference By

  • Build and maintain strong working relationships with physicians by reviewing insurance needs, analyzing their current coverage, identifying gaps, presenting and explaining options and associated financial risks and impacts, including retirement planning and recommending the company solutions to address those needs and ensure members have adequate and applicable insurance coverage.
  • Facilitate the timely and compliant completion and approval of member applications for insurance coverage, clarifying information through the needs analysis process, responding to queries/emails, and liaising with the insurance associate.
  • Provide feedback, insights, and suggestions on the company’s customer service and products, based on interaction with members and peers. Actively participate in the company’s initiatives.
  • Develop, build, and maintain strong working relationships across the company, with the sister organizations and other provincial associations representatives, external business partners to understand industry issues, remain current on emerging insurance trends and technologies and/or changes in applicable insurance and compliance regulations, share information and promote the company’s offerings.
  • Develop and build new relationships with members in local hospitals, clinics, and other areas, to educate and promote the company’s offerings

Requirements That Are Important to Us

  • University Degree in Business, Commerce, or Bachelor of Arts.
  • Minimum of 6 years’ experience with insurance sales and retirement planning.
  • Life License Qualification Program (LLQP) certificate a must.
  • Certified Financial Planner (CFP) Certificate, preferred.
  • Thorough knowledge of life and health insurance, both individual and group products, and acceptable insurance practices.
  • Experience in consultative sales in a client-based environment.
  • Experience in sales and marketing.
  • Valid driver’s license and car required.
  • French speaking an asset.

What We Have to Offer You

  • Fantastic opportunity to grow with the team and help shape the strategic direction of the company.
  • Paid professional development and continuous in-house learning
  • Friendly and dynamic work environment
  • Competitive salary and bonus program
  • Exceptional group benefits package, including a spending account and a robust wellness program



DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Interested candidates please contact Antonella Leone at 647-624-9609 or forward your resume in confidence to If you are working with another DGA recruiter, feel free to ask them about this position.


  • City: Ottawa
  • Market segment: Health Insurance
  • Job Type: Full-Time
  • Education: LLQP
  • Expertise: Sales , Customer Service - Group
  • Minimum experience required: 5 to 6 Years