Advanced Insurance Specialist

1 day ago

Halifax, Canada Financial Horizons Group Full time

**un message en français suivra**

Are you a bilingual lawyer or accountant who can easily identify gaps and find brilliant solutions? Are you a natural when it comes to supporting the sale of life and living benefits? Do you enjoy sharing your expert insight into income tax, estate, and business planning? Do you feel that emotional intelligence is a key component to your suite of interpersonal skills?

If ‘yes’ is the only answer that comes to mind, then you could be the **Advanced Insurance Specialist** we’re looking for Keep reading to see if this is the role for you

***

**Note**:This role is supported by a flexible work arrangement. The role will also require periodic travel based on the needs of the business.
- Develop, execute and monitor quarterly and annual business plans to grow affluent and high net worth sales within the defined region.
- Support aligned advisors and others as case complexity occurs.
- Identify potential advisors currently at other MGA’s, National accounts or exclusive companies to refer to Sales directors to recruit.
- Collaborate with peer regional advanced insurance consultants on cases, and share best practices and ideas to drive team success revenue.
- Participate in and lead various programs, workshops, development webinars and sessions to share concepts, support sales team development, and advisor development.
- Back up peer regional advanced insurance consultants during vacations, absences, vacancies etc.
- Foster a strong team approach with local responsibility while being nationally available to support opportunities.
- Foster positive working relationships with regional sales network teams and other leaders.
- Maintain tracking and activity recording in systems that are provided.

***:
**You’ll thrive in this role if you**:

- Deliver on promises to advisors and clients within defined service standards.
- Have a high emotional intelligence, relationship intelligence, and are accepting of change.
- Remain current on industry offerings and trends within the competitive environment.
- Can easily identify a gap and find solutions to achieve revenue objectives.
- Are specialized and experienced in the Affluent/HNW market.
- Have the ability to influence advisors to want to do business with you.
- Have the ability to understand and analyze complex financial statements.
- Can work collaboratively with insurance carrier Tax & Estate planning teams.
- Have the ability to communicate easily with other professionals.
- Work collaboratively, positively, and productively with the Advanced Markets Team.
- Have strong interpersonal skills.

***:
**Key qualifications**:

- LLB, JD
- CPA (Chartered Accountant)
- Life & Accident & Sickness insurance licensed in the provinces they work
- One or a combination of the following: CLU, CHS, Ch.FC, CFP
- Bilingual (English and French)

**What sets you apart from the rest**:

- Expertise and street cred (yes - street cred) in the insurance industry
- Phenomenal track record of helping clients make brilliant decisions
- Being able to integrate your technical knowledge with supporting insurance sales - give us a story or two

**Bonus round***:

- Comfortable or fluent communicating in Hindi, Punjabi, Mandarin, Cantonese, and/or any other language.

***:
**Benefits & Perks - As a member of the FH family you can expect**:
We’re professional, engaging, and proud of our supportive and inclusive culture. We started with just four employees and grew to an organization of over 350 that lives and breathes its DRIVER Values.

These are some of the benefits we provide:

- 3 weeks of paid vacation
- Excellent Group Benefits plan
- Group Retirement Plan with employer matching
- Flexible Personal Days to support employee or family illness, emergency, etc.
- Rewards & Recognition program that celebrates impactful performance (peer to peer) and personal and professional life milestones
- Market-leading Wellness Credit program
- Personal and professional programs that allow you to grow, learn and develop including on-demand e-learning courses, tuition reimbursement and leadership development

***:
**Who are we?**:
Êtes-vous une avocate ou un avocat, ou une ou un comptable bilingue qui peut facilement repérer les lacunes et trouver des solutions brillantes? Êtes-vous doué pour appuyer la vente de prestations d’assurance vie et de prestations du vivant? Aimez-vous partager vos connaissances en matière de planification fiscale, successorale et commerciale? Pensez-vous que l’intelligence émotionnelle est un élément clé de l’ensemble de vos compétences interpersonnelles?

Si « oui » est la seule réponse qui vous vient à l’esprit, alors vous pourriez être la ou le **spécialiste en marchés avancés** que nous recherchons Continuez à lire pour voir si ce poste est fait pour vous

**Remarque **:Ce rôle est pris en charge par un régime de travail flexible. Le rôle nécessitera également des déplacements périodiques en fo

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