Insurance Specialist

4 weeks ago


Toronto, Ontario, Canada Nicola Wealth Full time

Nicola Wealth Job Opportunity

We are seeking a skilled Insurance Specialist to join our team at Nicola Wealth. The ideal candidate will have a proven track record of providing exceptional insurance solutions to high-net-worth clients and their families.

Key Responsibilities:

  • Collaborate with Wealth Advisors to develop comprehensive insurance strategies tailored to clients' unique needs.
  • Partner with Wealth Advisors to identify insurance opportunities and provide recommendations for risk management and estate planning.
  • Establish trust and build strong relationships with clients by providing exceptional advice and service.
  • Work closely with internal and external stakeholders to underwrite new policies and navigate underwriting obstacles.
  • Stay up-to-date with new product information and changes to ensure the best possible solutions for clients.

Requirements:

  • A minimum of 5+ years of related work experience as an insurance advisor.
  • Completion of the Life License Qualification Program (LLQP).
  • Industry designations such as Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), or Qualified Associate Financial Planner (QAFP) are considered an asset.
  • Post-secondary degree or equivalent.
  • Strong proficiency in computer systems, including MS Word, Excel, PowerPoint, Teams, and Outlook.
  • Licenses and certifications must be up-to-date.

What We Offer:

  • A dynamic and supportive work environment.
  • A competitive salary and benefits package.
  • The opportunity to work with a leading wealth management firm.
  • Professional development opportunities to enhance your skills and knowledge.

How to Apply:

Please submit your resume and a cover letter to [insert contact information]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

About Nicola Wealth:

Nicola Wealth is a leading wealth management firm dedicated to providing exceptional service to our high-net-worth clients. We are passionate about helping our clients achieve their financial goals and build a successful and sustainable business.



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