Insurance Specialist

3 weeks ago

Toronto, Ontario, Canada Nicola Wealth Full time

Nicola Wealth Opportunity

We are seeking a skilled Insurance Specialist to join our team at Nicola Wealth. As an Insurance Specialist, you will play a key role in delivering exceptional client service and providing strategic financial counsel to our high-net-worth clients.

Key Responsibilities:

  • Collaborate with Wealth Advisors to develop insurance strategy solutions tailored for clients/prospects.
  • Partner with Wealth Advisors to complete the discovery process to better understand the life events and wealth planning needs of clients/prospects.
  • Design and provide recommendations to offer comprehensive insurance, risk management and estate planning advice that aligns with clients/prospect's current and evolving needs.
  • Work closely with Wealth Advisors to conduct continuous and regular evaluation of current coverage of existing clients to identify insurance opportunities.
  • Establish trust and build strong relationships with clients/prospects by asking questions, providing exceptional advice, and adeptly addressing challenging inquiries.
  • Work with internal and external stakeholders to underwrite new policies, navigate underwriting obstacles to secure favorable offers and stay abreast of new product information/changes.

Requirements:

  • A minimum of 5+ years of related work experience as an insurance advisor working in a high performing, client service-oriented capacity.
  • Completion of the Life License Qualification Program (LLQP).
  • Industry designations considered an asset: Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP), Certified Health Insurance Specialist (CHS).
  • Post-secondary degree of equivalent.
  • Highly proficient with computer systems including MS Word, Excel, PowerPoint, Teams, and Outlook.
  • Licenced to work in Canada.

Please include both cover letter and resume in your application. We are an inclusive equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers

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