Advisor - Insurance & Estate Planning

3 weeks ago

Calgary, Alberta, Canada Targeted Talent Full time



TITLE:
Advisor, Insurance & Estate Planning



LOCATION:
Calgary, AB

REPORTING: VP, Insurance & Estate Planning



JOB PURPOSE:
Why does the role exist?
The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed
and non-licensed financial advisors. The Associate will have a passion for the life insurance industry
specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance &
Estate Planning will be responsible for policies and procedure, reporting, analysis and communication
as it pertains to the firm's insurance business. The role reports to the VP Insurance & Estate Planning.

KEY ACCOUNTABILITIES:

  • Promotes and fosters a culture of compliance throughout the firm.
  • Promotes the firm's brand, story and capabilities to our growing network of Integrated Advisory
community.

  • Demonstrates knowledge on the strategic use of life and health insurance.
  • Builds and develops centers of influence.
  • Promotes the firm to our Integrated Advisory community and network as an expert in the field
of advanced life insurance applications.

  • Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth
clients and their professional advisors.

  • Implementation of life insurance strategies for high-net-worth individuals and their
corporations, under the direction of the VP.

  • Provides unambiguous, inspired leadership and sound management that establishes credibility
and promotes a team culture.

  • Develops and maintains relationships with the firm, senior team, their financial advisors and
their clients.

  • Reviews client situations and makes appropriate recommendations to financial advisors and/or
their clients.

  • Creates superior and unique client presentations and provides input on marketing strategies.
  • Participates in the creation of new business submissions. delivering policies and conducting
annual reviews.

  • Attends conferences, seminars and workshops to advance skills and professional development.

CRITICAL PERFORMANCE AREAS

FIRM CONTRIBUTION

  • Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate
Planning Division.

  • Responsible for the identification, development, and implementation of strategies and initiatives
to enhance sales opportunities.

  • Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.

CLIENT MANAGEMENT

  • Relationship manager with our Integrated Advisory community.
  • Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of
business.

BUSINESS DEVELOPMENT

  • Provides support to VP Insurance & Estate Planning
  • Partnering with our accounting partners, financial advisors and associates to provide planning
solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool.

  • Develops and maintains a strong center of influence to promote the company's business model.
  • Attends and participates in presentations to prospective clients as required.

LEADERSHIP AND TEAM DEVELOPMENT

  • Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.
  • Fosters an atmosphere of teamwork and cohesiveness.
  • Assists in training, education and professional development for team members.
FINANCIAL & BUSINESS PERFORMANCE

  • None.

FUNCTIONAL COMPETENCIES

  • A love for the financial services industry, specifically insurance planning and a desire to grow
in the field.

  • Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook
and PowerPoint.

  • Excellent interpersonal and public speaking skills.
  • Aptitude in decision-making and problem-solving.
  • Excellent written and oral communication skills
  • Excellent time management and organizational skills
  • Detail oriented self-starter, able to jump in and learn quickly
  • Life long learner
  • Ability to embrace new opportunities and thrive in a fast paced constantly evolving
environment

  • Accountable to high level of client service with a focus on maintaining and building strong client
relationships

  • Results oriented with demonstrated flexibility
  • Ability to offer effective and efficient service and solutions

QUALIFICATIONS

  • College and/or University degree or equivalent.
  • A minimum of 8-10 years experience in life insurance sales; appropriate combination of
education and experience will be considered.

  • Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance
and living benefit concepts.

  • CFP and CLU designations required with an appetite for ongoing professional development.
  • Proven track record in insurance sales including underwriting, and advanced planning.

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