Regional Insurance and Estate Specialist

2 weeks ago


Saskatchewan, Canada IG Wealth Management Full time
Job Summary

We are seeking a highly skilled Regional Estate and Insurance Specialist to join our team at IG Wealth Management. As a key member of our team, you will be responsible for establishing relationships with consultants, identifying insurance opportunities, and developing proposals to present to clients.

Key Responsibilities
  • Establish relationships with consultants to partner on insurance expertise for HNW clients
  • Identify clients and insurance opportunities with consultants
  • Develop proposals and present solutions to clients
  • Engage with consultants at RO events and clients at marketing events
  • Liaise with Region Management to grow insurance sales and consultant growth opportunities
  • Manage relationships with Insurance Partners' Advanced Sales departments
  • Collaborate with Head Office on insurance and estate planning initiatives
Requirements
  • Strong leadership, sales, and relationship building skills
  • Knowledge of industry conditions, trends, and competitor products
  • Expert knowledge of insurance and estate planning principles
  • Ability to run a successful practice virtually and travel throughout your area
  • Strong customer service attitude and interpersonal skills
  • Ability to work independently and in a team environment
  • Well-developed negotiation and influencing skills
  • Strong decision-making and problem-solving skills
  • Holds applicable provincial licenses
About Us

IG Wealth Management is a leading wealth management company dedicated to helping individuals and families achieve their financial goals. We are committed to providing exceptional service and expertise to our clients.



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