Insurance Advisor

5 days ago

Waterloo, Canada Equitable CA Full time

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.
**Position Title**: Insurance Advisor
**Reports To**: Manager, Equitable Life Advisory Services (ELAS)
**Department**: Individual Operations
**Term**: Permanent Full-Time
**Work Arrangements**: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.
**The Opportunity**: Equitable is growing We are looking for an Insurance Advisor to join our Individual Operations team
Now is an exciting time to join one of the Waterloo Area’s and Southwestern Ontario’s Top Employers for 2024
**What you will be doing**:

- Proactively contact Equitable employees and Equitable clients who don’t have an advisor, to review their existing financial situation and recommend new solutions to help them address their needs in both Life & Health and Savings & Retirement product lines.
- Provide ongoing service to these clients for existing products.
- Support the workflow demands from Equitable employee clients in association with the Manager ELAS
- Develop marketing programs and/or targeted approaches for the various demographic segments of the target Equitable clients.
- Maintain a workflow prioritizing support of employees needs and support plans and programs to develop new sales for internal Equitable staff members.
- Work with Distribution partners to develop marketing programs to develop new sales for their clients.
- Comply within CLHIA guidelines and Company policies, practices and procedures.
- Nurturing and building proactive support of the orphan block - partnership with RSMs for elite leads to Prestige Advisors
- Grow and improve the new employee onboarding experience through regular participation in Equitable Onboarding presentations.
- Conduct insurance and investment planning services for EQ employees and their family.
- Work with stakeholders to maximize term conversion and exchange opportunities and minimize lapse experience.

**What you will bring**:

- Life licenses in other provinces is a benefit and may be required over time.
- Successful sales and service experience within Financial Services.
- Sales and service experience with direct clients.
- Exceptional knowledge of insurance products and competitive products within both Individual Insurance and Savings & Retirement product lines.
- Experience with marketing program design and delivery
- Industry designations are a benefit (i.e. CFP, CLU, CHFC, TEP, FLMI, etc.).
- Time management and administration skills to maintain Client files and regulatory expectations

**What’s in it for you**:

- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the company’s pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- An onsite, full-service cafeteria with a variety of daily options
- Discounts on company products and services, and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

- Provide two professional references (minimum one supervisor and above)

To learn more about Equitable, we encourage you to explore our organization.
LI-Hybrid

  • Associate Financial Advisor

    5 months ago

    Waterloo, Canada Shaw Investment & Insurance Solutions Inc Full time

    Shaw Investment & Insurance Solutions Inc Hiring a Financial Advisor Prerequisites to apply: - Dual licensed mutual funds (or CSC) and life insurance license - Minimum 2 years of industry experience in either banking or insurance - Dual licence - Industry experience - The following traits - Personable - Presentable - Have attention to detail - Have the...

  • Financial Insurance Advisor

    5 months ago

    Waterloo, Canada Serenia Life Financial Full time

    **Join Our Team as a Financial Insurance Advisor and Make a Difference!**: **Imagine working for a company that is both Human and Kind...** At Serenia Life Financial, we've been helping people protect the ones they love and live generously for nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As...

  • Financial Insurance Advisor

    5 months ago

    Waterloo, Canada Serenia Life Financial Full time

    Join Our Team as a Financial Insurance Advisor and Make a Difference! Imagine working for a company that is both Human and Kind...At Serenia Life Financial, we've been helping people protect the ones they love and live generously for nearly a century. We believe in understanding our clients' financial needs and proactively providing solutions. As a Serenia...

  • Tax and Insurance Planning Director

    2 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Summary:The Director of Tax and Insurance Planning is responsible for providing complex tax and insurance planning support in the areas of insurance, retirement, estate, and business succession planning. This role works closely with Estate Financial Planning Service (EFPS) representatives, Directors of Advance Planning (DAPs), Regional wholesalers, and...

  • Director of Tax and Insurance Planning

    3 weeks ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Director, Tax and Insurance PlanningAs a key member of our team, you will be responsible for providing complex tax and insurance planning support to our clients. This role requires a strong understanding of insurance taxation, including the impact on products, policyholders, and our company.Key Responsibilities:Consult with advisors and distribution partners...

  • Director, Tax and Insurance Planning

    4 weeks ago

    Waterloo, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Insurance Underwriting Associate

    3 weeks ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Insurance Underwriting AssociateLocation: HybridThe SLFD Underwriting and Vendor Support Associate is responsible for the prompt, accurate and complete end-to-end processing of life, LTC and critical illness insurance applications. The Associate will provide advisors with proactive and consistent information while contributing to an exceptional service...

  • P&C Insurance Agent

    5 months ago

    Waterloo, Canada Ontario Mutual Full time

    Located in Ontario and Nova Scotia, Heartland Mutual Insurance strives to be the Best Mutual. Our team is talented and dedicated, challenging the norm and striving to be extraordinary. It’s all about fulfilling our promise with a personal approach. With our team, you’ll bring this purpose every day by living our Values, being open to change, and pursuing...

  • Director of Tax and Insurance Planning

    4 weeks ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Director, Tax and Insurance PlanningAt Sun Life Financial, we're seeking a highly skilled Director, Tax and Insurance Planning to join our team. As a key member of our organization, you'll be responsible for providing complex tax and insurance planning support in the areas of insurance, retirement, estate, and business succession planning.Key...

  • Director of Tax and Insurance Planning

    4 weeks ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Director, Tax and Insurance PlanningAt Sun Life Financial, we're seeking a highly skilled Director, Tax and Insurance Planning to join our team. As a key member of our organization, you'll be responsible for providing complex tax and insurance planning support in the areas of insurance, retirement, estate, and business succession planning.Key...

  • Insurance Broker

    5 months ago

    Kitchener-Waterloo, Canada Levitt Insurance Brokers Full time

    Are you a passionate and driven sales professional seeking an opportunity to excel in a supportive and dynamic work environment? Do you thrive on building strong customer relationships and delivering exceptional results? Levitt Insurance is looking for an outstanding PL Sales Producer to join our team and help us continue our mission of providing top-notch...

  • Head of Sales Enablement Strategist

    1 month ago

    Waterloo, Ontario, Canada Manulife Insurance Malaysia Full time

    Job Title: Head of Sales EnablementManulife Financial is seeking a seasoned professional to lead the development and implementation of innovative sales enablement strategies. As the Head of Sales Enablement, you will empower our sales team to achieve their objectives and performance targets by leveraging sales performance data to provide actionable insights...

  • Head of Sales Enablement Strategist

    1 month ago

    Waterloo, Ontario, Canada Manulife Insurance Malaysia Full time

    Job Title: Head of Sales EnablementManulife Financial is seeking a seasoned professional to lead the development and implementation of innovative sales enablement strategies. As the Head of Sales Enablement, you will empower our sales team to achieve their objectives and performance targets by leveraging sales performance data to provide actionable insights...

  • Internal Insurance Wholesaler

    5 months ago

    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Strategic Tax and Insurance Planning Director

    3 weeks ago

    Waterloo, Ontario, Canada Sun Life Financial Full time

    Job SummaryThe Director, Tax and Insurance Planning is a key role within Sun Life Financial, responsible for providing complex tax and insurance planning support to the company's clients. This position requires a deep understanding of tax and insurance regulations, as well as excellent communication and analytical skills.Key ResponsibilitiesConsult with...

  • Automotive Service Advisor

    5 months ago

    Waterloo, Canada Waterloo Kia Full time

    Waterloo Kia is growing and serving more BRAND customers from across the Waterloo Region than ever before. Our **Service Advisors** are responsible for ensuring our customers receive timely, friendly and efficient service. Acting as a liaison between the customer and our factory trained technicians, our Service Advisors recommend required service and...

  • Service Advisor

    5 months ago

    Waterloo, Canada Waterloo Honda Full time

    Waterloo Honda is currently seeking a Service Advisor to join our team of automotive customer service professionals! If you enjoy a challenge, are quick on your feet, and have exceptional customer service skills, then we think you'd be a great fit! As a Service Advisor with Waterloo Honda, you'd be a liaison between our automotive technicians and our...

  • Financial Advisor

    5 months ago

    Waterloo, Canada Raymond James Financial Full time

    **Financial Advisor** - 2302168 BLA Private Wealth, an independent agency of Raymond James Ltd that provides wealth management services to high net worth individuals and their families is seeking a full-time Financial Advisor. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to...

  • Service Advisor

    5 months ago

    Waterloo, Canada Waterloo Honda Full time

    Waterloo Honda is currently seeking a Service Advisor to join our team of automotive customer service professionals! If you enjoy a challenge, are quick on your feet, and have exceptional customer service skills, then we think you'd be a great fit! As a Service Advisor with Waterloo Honda, you'd be a liaison between our automotive technicians and our...

  • Insurance Proposal Administrator

    2 weeks ago

    Waterloo, Ontario, Canada Sun Life Full time

    Job Title: Insurance Proposal AdministratorAt Sun Life, we are seeking a highly skilled Insurance Proposal Administrator to join our team. As a key member of our New Business Team, you will be responsible for the administration of insurance proposals, from verification to mailing of the contract.Main Responsibilities:The Insurance Proposal Administrator will...