Regional Estate and Insurance Specialist
7 days ago
About the Role
This is an exciting opportunity to join IG Wealth Management as a Regional Estate and Insurance Specialist. As a key member of our team, you will be responsible for establishing relationships with consultants who want to partner with us to act as the insurance expert on their team for their high net worth clients.
Key Responsibilities
- Identify clients and insurance opportunities together with consultants.
- Develop proposals, model solutions in our proprietary financial planning software, and present them to clients.
- Actively engage with consultants at regional events and clients at marketing events.
- Liaise with regional management to identify strategies to grow insurance sales and consultant growth opportunities.
- Manage and promote key relationships with our insurance partners' advanced sales departments.
- Collaborate with head office on insurance and estate planning initiatives.
Requirements
- Strong leadership, sales, and relationship-building skills, with the ability to execute on your own business plan.
- Knowledge and understanding of industry conditions and trends, and competitor products and pricing.
- Expert knowledge of insurance and estate planning principles, financial services, and tax laws.
- Ability to run a successful practice virtually and to travel throughout your area using your own means of transportation.
- Strong customer service attitude with good interpersonal skills.
- Ability to work independently and in a team environment in both French and English.
- Well-developed negotiation and influencing skills.
- Strong decision-making and problem-solving skills.
- Holds applicable provincial licenses.
-
Regional Insurance and Estate Planning Advisor
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob 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...
-
Regional Estate and Insurance Specialist
4 weeks ago
Saskatoon, Saskatchewan, F7K, CA IG Wealth Management Full timeLocation: Saskatoon or Regina IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its...
-
Insurance and Estate Management Consultant
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob Title: Regional Estate and Insurance Specialist Key Responsibilities: Collaborate with financial consultants to provide expert insurance guidance for high net worth individuals. Identify and assess insurance needs and opportunities for clients. Create and deliver tailored proposals utilizing advanced financial planning tools. Engage with clients and...
-
Estate and Insurance Solutions Specialist
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob 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...
-
Insurance Strategy Consultant for HNW Clients
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeJob Title: Regional Estate and Insurance Specialist Key Responsibilities: Collaborate with financial consultants to act as the insurance authority for high net worth clientele. Identify potential clients and assess insurance needs. Create tailored proposals and deliver presentations utilizing financial planning tools. Engage with consultants and clients...
-
Crisis Management Insurance Specialist
4 weeks ago
Saskatchewan, Canada Aon Full timeAon: Crisis Management Insurance Specialist PositionAre you driven by the desire to support clients and stay updated on global developments? Aon is looking for a Crisis Management Insurance Specialist to enhance their operations. This position allows for remote work or the option to work from a Canadian office.Key Responsibilities:Assessing clients' risk...
-
Experienced Commercial Insurance Specialist
4 weeks ago
Saskatchewan, Canada Long Lake Insurance Full timeJoin our dynamic team at Long Lake Insurance, a proudly Saskatchewan owned and operated firm dedicated to delivering exceptional value to our clients. We are committed to providing a comprehensive range of insurance products at competitive rates, catering to diverse communities. This pivotal role within our expanding Commercial Insurance division offers the...
-
Senior Tax and Estate Planning Specialist
4 weeks ago
Saskatchewan, Canada IG Wealth Management Full timeKey Responsibilities: Deliver expert taxation and financial planning assistance to IG Wealth Advisors, addressing inquiries and concerns through various communication channels. Create comprehensive reports based on thorough analysis for intricate client scenarios, offering insights on taxation, estate planning, and financial strategies. Evaluate...
-
Regional Operations Support Specialist
4 weeks ago
Regina, Saskatchewan, S4P, Regina region, Canada Guillevin International Full timeRegional Operations Support Specialist Status: Regular, Full time Location: Regina, Saskatchewan Job Description Interested? Be based in Saskatchewan or Winnipeg with the Regional VP, with frequent opportunity to travel in the Prairies Provinces. Embrace a new role long awaited by the team. Be the go-to person for operational and business support. Have...
-
Commercial Insurance Specialist
1 month ago
Saskatoon, Saskatchewan, F7K, CA Northbridge Financial Corporation Full timeCommercial Insurance Specialist (Saskatoon) page is loaded Commercial Insurance Specialist (Saskatoon) Apply locations Regina, SK time type Full time posted on Posted 6 Days Ago job requisition id R3281 What it’s like to be aFederated Commercial Insurance Specialist Federated Insurances Commercial Insurance Specialists work hard to build and maintain...
-
Sales and Account Manager
1 week ago
Saskatchewan, Canada FCT Full timeAbout FCTFCT is a leading provider of title insurance, default solutions, and other real estate-related products and services to legal, lending, valuation, and real estate professionals across Canada.We are committed to the success of each employee and offer a challenging and rewarding work environment that fosters growth, innovation, and collaboration.Job...
-
Sales and Account Manager
7 days ago
Saskatchewan, Canada FCT Full timeAbout FCTFCT is a leading provider of title insurance, default solutions, and other real estate-related products and services to legal, lending, valuation, and real estate professionals across Canada.We are committed to the success of each employee and offer a challenging and rewarding work environment that fosters growth, innovation, and collaboration.Job...
-
Sales and Account Manager
1 week ago
Saskatchewan, Canada FCT Full timeAbout FCTFCT is a leading provider of title insurance, default solutions, and other real estate-related products and services to legal, lending, valuation, and real estate professionals across Canada.We are committed to the success of each employee and offer a challenging and rewarding work environment that fosters growth, innovation, and collaboration.Job...
-
Regional Operations Support Specialist
4 weeks ago
Regina, Saskatchewan, S4P, Regina region, Canada Guillevin Full timeRegional Operations Support SpecialistStatut: Régulier, Temps pleinEmplacement: Regina, SaskatchewanDescription Du Poste:Be based in Saskatchewan or Winnipeg with the Regional VP, with frequent opportunity to travel in the Prairies Provinces.Embrace a new role long awaited by the team. Be the go-to person for operational and business support.Have autonomy...
-
Account Manager
1 week ago
Saskatchewan, Canada FCT Full timeAccount Manager FCT is a leading provider of title insurance, default solutions, and real estate-related products and services to professionals across Canada. We're committed to the success of each employee and offer a collaborative environment where innovators and collaborators come together to build on each other's talents. Job Summary We're seeking a...
-
Account Manager
1 week ago
Saskatchewan, Canada FCT Full timeCompany SummaryCome work for a company that's committed to the success of each and every employee. A place where innovators and collaborators come together and build on each other's talents. Where diversity is welcomed and celebrated.FCT provides industry-leading title insurance, default solutions and other real estate related products and services to legal,...
-
Regional Sales Manager
11 hours ago
Manitoba & Eastern Saskatchewan, Canada Grasslands Recruitment Specialists Full time\r\tGrasslands Recruitment Specialists has been exclusively retained to secure a Regional Sales Manager to develop the sales team that provides farmers with all the protection and the collateral they require to keep their operation functioning in a long-term sustainable manner. Are you a sales & leadership professional who can coach and guide a growing and...
-
Crisis Management Insurance Specialist
4 weeks ago
Saskatchewan, Canada Aon Full timeAon: Crisis Management Broker RoleAre you dedicated to providing exceptional service to clients while staying abreast of international developments? Aon is looking for a Crisis Management Broker to enhance their operations. This position allows for remote work or the option to work from a Canadian office.Key Responsibilities:Assessing clients' risk profiles...
-
Crisis Management Insurance Specialist
4 weeks ago
Saskatchewan, Canada Aon Full timeAon: Crisis Management Broker RoleAre you dedicated to providing exceptional service to clients while staying abreast of global developments? Aon is looking for a Crisis Management Broker to enhance their operations. This position offers the flexibility of remote work or the option to work from a Canadian office.Key Responsibilities:Assessing clients' risk...
-
Rehabilitation Specialist
4 weeks ago
Saskatchewan, Canada Saskatchewan Healthcare Recruitment Agency Full timeJoin Our Team as a Rehabilitation SpecialistSaskatchewan presents fulfilling career opportunities coupled with a lifestyle rich in diverse experiences within friendly communities. Enjoy the benefits of affordable housing, stunning landscapes, and minimal commute times.Embarking on a career in Saskatchewan means joining supportive and high-quality workplaces...