Regional Insurance and Estate Planning Specialist

2 months ago


Saskatchewan, Canada IG Wealth Management Full time
Key Responsibilities

As a Regional Estate and Insurance Specialist at IG Wealth Management, you will be responsible for establishing relationships with consultants who want to partner with you to act as the insurance expert on their team for their high net worth clients. You will identify clients and insurance opportunities together with the consultant, develop proposals, model solutions in our proprietary financial planning software, and present the solution to the client. You will also actively engage with consultants at regional events and clients at marketing events, and liaise with region management to identify strategies to grow insurance sales and consultant growth opportunities.

Requirements

To succeed in this role, you will need strong leadership, sales, and relationship-building skills, as well as the ability to execute on your own business plan. You will also require knowledge and understanding of industry conditions and trends, competitor products and pricing, and expert knowledge of insurance and estate planning principles, financial services, and tax laws. Additionally, you will need to be able to run a successful practice virtually and travel throughout your area using your own means of transportation, and possess strong customer service skills, negotiation and influencing skills, and decision-making and problem-solving skills. You will also need to hold applicable provincial licenses.



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