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Life Insurance Solutions Expert

3 weeks ago

Toronto, Ontario, Canada Tompkins Insurance Full time

Tompkins Insurance is a respected firm dedicated to providing exceptional life insurance services to Canada's top business families and entrepreneurs. As a Life Insurance Solutions Expert, you will play a crucial role in developing customized life insurance solutions that meet the unique needs of our clients.

Your Key Responsibilities Include:

  • Creating life insurance illustrations and presentations for client meetings
  • Collaborating with senior team members to design tailored solutions
  • Analyzing results and making recommendations using carrier software
  • Reviewing and revising presentation materials with internal teams

Skills and Qualifications:

  • Education: University or College degree in a related field
  • Experience: Minimum 2-4 years in life insurance, banking, or a related field
  • Technical Skills: Proficient in Microsoft Excel and PowerPoint
  • Interpersonal Skills: Excellent communication and interpersonal skills