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Estate and Insurance Solutions Specialist

3 months ago

Saskatchewan, Canada IG Wealth Management Full time
Job Title: Regional Insurance and Estate Planning Advisor

Key Responsibilities:

  • Collaborate with financial consultants to act as the insurance authority for high net worth clientele.
  • Recognize and pursue insurance opportunities within the client base.
  • Create and deliver tailored proposals utilizing advanced financial planning tools.
  • Engage with consultants and clients during various networking events.
  • Partner with management to enhance insurance sales performance.
  • Foster relationships with the Advanced Sales divisions of insurance partners.
  • Work together on initiatives related to insurance and estate planning.

Qualifications:

  • Proven leadership, sales acumen, and relationship management capabilities.
  • In-depth understanding of market dynamics, competitor offerings, and pricing strategies.
  • Proficiency in insurance, estate planning, financial services, and tax regulations.
  • Capacity to operate remotely and travel as necessary.
  • Strong customer service orientation complemented by excellent interpersonal skills.
  • Ability to function independently as well as collaboratively within a team.
  • Effective negotiation and persuasion skills.
  • Strong decision-making and analytical problem-solving skills.
  • Required provincial licenses.