Licensed Broker | Estate Bonds
Job Description
Job Description
Job Description
About Us:
Ai Insurance Organization is a leading provider of insurance and bonding solutions across Canada. We are looking for a motivated Surety Broker to join our growing team and drive our surety offerings forward. You will have the opportunity to be exposed to interdepartmental operations that you wouldn't have access to at a larger brokerage.
Unlock a Lucrative Opportunity in Estate Bonds!
Ai Insurance Organization is looking for a highly driven Licensed Broker to lead our Estate Bonds program across Canada. With access to exclusive markets and specialized underwriting, you’ll help estate executors, trustees, and legal professionals secure the right bonds efficiently and seamlessly.
If you’re a detail-oriented, sales-driven insurance professional with experience in surety or fiduciary bonds, this role offers an unparalleled opportunity to build a high-growth book of business while providing essential financial protections for estates and trusts.
What You’ll Do
✅ Develop & Expand Business: Identify and close new Estate Bond opportunities with lawyers, executors, and estate planners.
✅ Provide Expert Bonding Solutions: Structure Estate Bonds (Executor Bonds, Trustee Bonds, Guardianship Bonds, etc.) to meet client needs.
✅ Guide Clients Through the Process: Simplify complex bonding requirements for estate professionals.
✅ Leverage HubSpot CRM: Track leads, manage client relationships, and streamline sales.
✅ Work with Underwriters: Secure competitive terms from top markets.
✅ Build Strong Referral Networks: Develop relationships with law firms, financial advisors, and estate professionals.
✅ Drive Revenue Growth: Consistently exceed sales targets for new business and renewals.
What You Bring to the Table
✔ Active RIBO License (Required)
✔ 3+ Years of Commercial Insurance or Surety Bond Experience
✔ Estate Bond Expertise – Understanding of executor, administrator, and guardianship bond requirements.
✔ Proven Sales Success – You’re a hunter who thrives on building a book of business.
✔ Strong Relationship & Negotiation Skills – You know how to work with legal professionals and financial advisors.
✔ CRM Proficiency – Experience with HubSpot or similar platforms to track sales & pipeline.
Why Join Ai Insurance Organization?
Lucrative Compensation – Earn 80% commission on first-year new business.
Book of Business Vesting – Build long-term ownership in your portfolio.
Exclusive Market Access – Specialized Estate Bond markets and underwriting support.
How to Apply
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Frequently Asked Questions
Who is hiring?▼
This role is with Ai Insurance Organization Inc. in Oakville.
Is this a remote position?▼
This appears to be an on-site role in Oakville.
What is the hiring process?▼
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How can I improve my application?▼
Tailor your resume to the specific job description. You can use our free Resume Analyzer to see how well you match the requirements.
What skills are needed?▼
Refer to the "Job Description" section above for a detailed list of required and preferred qualifications.