Remote Insurance Service Associate (Burnaby)

About Levels Financial Solutions Inc.

Levels Financial Solutions Inc. specializes in creating customized financial solutions tailored to meet the unique needs of individuals, families, and businesses. As advisors affiliated with Sun Life Financial, we work to help clients understand their worth and develop personalized financial plans. Our services include insurance and mutual fund business conducted through trusted Sun Life Financial entities in Canada.Role Overview

We’re growing — and we’re looking for someone who knows how to walk into a room, own it, and turn conversations into long‑term client relationships. This isn’t a back‑office role. It’s a front‑line, revenue‑generating position for someone who thrives on people, purpose, and performance. As a Service Associate, you’ll be the face of our practice — handling client inquiries, building relationships, and driving new business across our full suite of financial solutions: investment management, insurance, group benefits, and holistic financial planning.Responsibilities

Handle client inquiries, build relationships, and drive new business across our full suite of financial solutions. Generate leads through your network, referrals, and community presence. Collaborate with senior advisors on complex planning scenarios. Qualifications

2–5 years of experience in financial services, insurance, wealth management, or a related field. Relevant licensing (Life&Health, Series 6/7/63) is an asset— or willingness to obtain. Legally authorized to work in Canada on a full‑time, permanent basis (we are unable to provide work permit sponsorship). Working Conditions and Benefits

Flexible work— in‑office, hybrid, or remote based on performance and fit. Real earning potential — top performers build careers here, not just jobs. Mentorship and support from experienced advisors.

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