Insurance Advisor

3 weeks ago

Toronto, Ontario, Canada Ontario Medical Association Full time
The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontario's health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.

Job Summary

This position is responsible for developing relationships with physicians and in the physician community to promote OMA Insurance and OMA Insurance retirement products.

How You Will Make a Difference

1. Building and maintaining strong working relationships with physicians to review insurance needs, conduct a needs analysis and review retirement goals, analyze current coverage, identify gaps, present and explain options and associated financial risks and impacts.
2. Developing and building new relationships with members in local hospitals, clinics, and opportunity spotting to educate and promote OMAI offerings within the geographic location.
3. Presenting OMA Insurance solutions at various events and venues. Recommend OMA Insurance solutions to address needs and ensure physicians and their families, medical students, and residents have adequate and applicable insurance coverage.
4. Facilitating timely completion and approval of member applications for insurance coverage, clarifying information, responding to queries/emails, and liaising with Insurance Associate.
5. Participating in advisor planning activities, projects, and initiatives, providing subject matter expertise, feedback, insights, and suggestions gained from interactions with members and peers. Actively participate in insurance initiatives.
6. Developing, building, and maintaining strong working relationships across the OMA, working closely with the OMA Managers, District and Branch centres of influence within local associations and clinics; other provincial medical association representatives, and industry colleagues to understand insurance and retirement trends/changes.
7. Remaining current on emerging trends, technologies, changes in applicable regulations, share information, and promote OMA offerings.

Requirements That Are Important to Us

1. Life License (LLQP) required.
2. Diploma or Degree in Business, Finance, Economics is preferred.
3. Minimum four to five years of experience.
4. Dealing with and educating physicians as high net worth clients. Advisor needs to be able to articulate the value proposition of the programs and be able to educate members on their personal financial situation.
5. Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Chartered Insurance Professional (CIP) and Certified Health Insurance Specialist (CHS) considered an asset.
6. Specialized knowledge of Salesforce, Annuities, Retirement, Sales Compliance.

This role requires travel to our Toronto head office quarterly or as required. There is also travel to Hospitals, Clinics, and Events in your region, as needed.

What Do We Have to Offer You?

1. A work environment whose values are to be respectful, bold, responsive, and transparent in our work and our behaviours.
2. A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA, its members, and the health-care system.
3. An organization that is committed to the equity, diversity, and inclusion principles of humility, accountability, collaboration, courage, and integrity.
4. A commitment to growth and development through paid professional development and continuous in-house learning.
5. A friendly and flexible hybrid work environment.
6. Competitive salary and bonus program.
7. Exceptional group benefits package, including a spending account and a robust wellness program.

As a condition of employment, OMA conducts background checks and reference checks for all open positions.

The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas. In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.

Do you hold an LLQP (Life License Qualification Program) Designation/Certification based in Ontario?*

A person legally eligible to work in Canada is a Canadian citizen, a permanent resident, or the holder of a valid work permit.

Are you legally entitled to work in Canada without employer sponsorship now or in the future and provide supportive documentation to confirm your status?*

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