Regional Insurance and Estate Planning Advisor

4 weeks ago


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

Key Responsibilities:

  • Collaborate with financial consultants to act as the insurance authority for high-net-worth clientele.
  • Recognize potential clients and assess insurance needs.
  • Create tailored proposals and deliver solutions utilizing financial planning tools.
  • Engage with consultants and clients during various events.
  • Partner with management to enhance insurance sales performance.
  • Maintain 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.
  • Comprehensive understanding of market dynamics, competitor offerings, and pricing strategies.
  • In-depth knowledge of insurance, estate planning, financial services, and relevant tax regulations.
  • Capacity to operate remotely and travel as necessary within the designated area.
  • Strong customer service orientation complemented by excellent interpersonal skills.
  • Ability to function autonomously as well as collaboratively within a team.
  • Proficient negotiation and persuasive communication skills.
  • Strong decision-making and analytical problem-solving skills.
  • Required provincial licenses.


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