Creditor Sales Insurance Associate (Fintech)

Location: Toronto, ON; remote work is available, with occasional on-site attendance required. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Company

hirify.global is a relationship-oriented bank providing financial services and advice to clients.

What you will do

• Engage mortgage clients in needs-based conversations to identify protection needs and explain creditor insurance options.
• Support creditor insurance applications by delivering applications, completing documentation, and following up on outstanding or unsigned forms.
• Manage a pipeline of referred mortgage opportunities and help complete protection conversations, documentation, and follow-up before mortgage funding where possible.
• Build effective handoffs and working relationships with Mortgage Advisors and internal partners, provide status updates, and escalate issues when required.
• Execute outreach and follow-up activities to support insurance sales growth and protection penetration while maintaining a client-focused experience.
• Maintain accurate records of client interactions, applications, consent, and follow-up actions while following applicable policies, procedures, controls, and sales practices.

Requirements

• Client-first approach, genuine care in client relationships, and commitment to finding appropriate solutions.
• Ability to work collaboratively and contribute to collective success in an inclusive team.
• Strong attention to detail, critical thinking, and decision-making skills.
• Goal-oriented approach and commitment to delivering results.
• Experience in client-facing sales, financial services, mortgage, insurance, or banking environments, including pipeline management, documentation, and follow-up activities.
• Digital proficiency and ability to adapt to new tools, technologies, and trends.
• High personal standards, strong relationship skills, and alignment with the employer’s values.
• Legal eligibility to work at the specified location; a valid work or study permit may be required where applicable.

Nice to have

• Experience supporting protection conversations in a mortgage or lending environment.

Culture & Benefits

• Remote work is supported, with occasional on-site attendance.
• Competitive salary, incentive pay, banking benefits, and a benefits program subject to plan terms.
• Defined benefit pension plan, employee share purchase plan, vacation offering, and wellbeing support.
• MomentMakers social recognition program and Purpose Day, a paid day dedicated to personal growth and development.
• Inclusive and accessible work environment with candidate accommodations available.
• Access to collaborative workspaces and technological tools.

Hiring process

• An attribute-based assessment and other skills tests may be required, including simulations, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.