Advanced Case Manager - Insurance Sales - Mandarin (Insurance)

Location: Toronto, Ontario, Canada; hybrid work with travel required to support Mandarin-speaking advisors across Canada.

Salary: CAD 85,000–128,000 per year, plus applicable incentive plans.

Company

hirify.global provides insurance and financial products focused on helping clients achieve financial security and live healthier lives.

What you will do

• Provide Mandarin and English support to financial advisors on large, complex, and competitive individual life and health insurance cases.
• Recommend products, sales strategies, and competitive solutions for affluent and high-net-worth clients.
• Quarterback cases from submission through placement, coordinating with Product, Pricing, Underwriting, New Business, and EFPS teams.
• Deliver webinars and training programs on advanced insurance concepts, products, and individual and corporate strategies.
• Participate in outbound programs, advisor follow-ups, professional development events, and regional sales initiatives.
• Work with regional leaders and business development partners to identify opportunities and support sales growth.

Requirements

• Expert knowledge of individual life and health insurance products, sales concepts, competitive positioning, and complex sales strategies.
• Strong understanding of the Canadian insurance and financial environment, including regulations and individual and corporate tax implications.
• Strong interpersonal and communication skills for building relationships with advisors and internal partners.
• Excellent working knowledge of illustration systems, Salesforce, SVFA, and Microsoft Excel.
• Completion of or progress toward relevant industry designations such as CFP or CLU.
• Mandarin and English support capability is required; travel across Canada is required.

Nice to have

• Business or finance education, or equivalent work experience.
• Five or more years of experience with individual insurance products.
• Three to five years of experience in insurance sales or a sales-support role.

Culture & Benefits

• Collaborative and interactive team environment.
• Short-term internal assignments, or “Gigs,” for developing new skills and connections.
• Charitable giving program with contribution matching in many cases.
• Care Days and Sick Days to support personal and family well-being.
• Hybrid work flexibility based on business, client, and employee needs.