Regional Estate and Insurance Specialist

7 days ago


Saskatchewan, Canada IG Wealth Management Full time

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.


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