About Us
IRONSHIELD empowers financial planners to break free from product-centric models through end-to-end infrastructure support, proven client acquisition systems, and training to accelerate revenue growth.
Role Overview
Location: Virtual (Canada/Ontario preferred)
Compensation: $150,000–$250,000 OTE (experience and client-portfolio fit dependent)
Start Date: Immediate
Key Responsibilities
● Serve business owners with comprehensive financial planning using IRONSHIELD’s step-by-step process.
● Achieve monthly sales targets through social selling and nurtured lead pipelines.
● Maintain 90%+ client satisfaction ratings via structured fulfillment workflows.
Requirements
● Active insurance license + 5+ years in financial services
● Experience working with business owners
● Knowledgeable with financial planning software
● CFP designation (or equivalent) or willingness to obtain
Nice-to-Have
● An existing client base (ideally includes business owners)
● Familiarity with fee-based advisory models
Why Join IRONSHIELD?
● Guided Scalability: Leverage our technology, admin support, and industry relationships to focus on high-value advisory.
● Double Industry Growth: Average household potential nearly 2x market standards. 12
● Eliminate Guesswork: Pre-built sales/fulfillment processes with 40–50% efficiency gains.
Apply
Submit your resume and a 150-word statement on “How a process-driven approach elevates client outcomes” to hr@ironshield.ca.
This plan prioritizes candidates who align with IRONSHIELD’s systems-first philosophy while addressing industry pain points (e.g., lack of support and inefficient acquisition).
The compensation range and remote flexibility target planners frustrated by capped earnings and rigid dealer models.
