Life Insurance Solutions Expert

6 days ago


Toronto, Ontario, Canada Tompkins Insurance Full time
Job Summary

We are seeking an experienced Life Insurance Solutions Expert to join our team at Tompkins Insurance. In this role, you will work closely with senior members of the sales process to design and present tailored life insurance solutions for our ultra-high-net-worth clients.

Key Responsibilities:
  • Design Life Insurance Solutions: Collaborate with senior members of the sales team to develop customized life insurance illustrations and presentation materials for client meetings.
  • Presentation Materials: Prepare accurate and brand-consistent presentation materials for client meetings, including insurance recommendations and prepping necessary models.
  • Client Communication: Build and maintain strong relationships with clients, professional advisors, insurance companies, and internal teams to ensure a positive client experience.
Requirements:
  • Education: University or College degree, with certifications and/or designations from within the life insurance industry advantageous.
  • Experience: Minimum 2-4 years in life insurance, banking, insurance or related field.


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