Advisor - Insurance & Estate Planning

Overview

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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