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Level #1 (Licensed) Insurance Advisor

Desjardins Insurance

ottawa, on, Canada Full-time July 03, 2026

Opportunity Description

Kevin J Carruthers Insurance Agency

Level 1 Licensed Client Care Advisor

Reports To

The Job will report to the Agent and/or Level #2 Advisors

Job Overview

This role is one of a Level#1 Client Care Advisor and is geared towards a newly licensed individual (Under 2 Years Industry Experience) that will allow the candidate to gain experience and knowledge while being mentored by a more senior member of our team. You will be responsible to assist your mentoring advisor on completing and processing client changes to existing coverages and policies, as well as follow a pre-determined development plan while supporting the team, in order to eventually be promoted to a Level #2 Advisor after minimum of One Year.

Responsibilities and Duties

  • Ability to Manage a small client base, with your own “Book of Business” with a list of assigned clients (approximately 250) that will be your responsibility. Managing, Gr...
Full-time Finance

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