Insurance Portfolio Manager

7 days ago


Toronto, Ontario, Canada Tompkins Insurance Full time
About the Role

We are seeking a skilled Insurance Portfolio Manager to join our team at Tompkins Insurance. As a key member of the sales process, you will work closely with senior members to design and present tailored life insurance solutions for our ultra-high-net-worth clients.

Responsibilities:
  • Lifecycle Management: Design and implement tailored life insurance solutions for each client situation, analyzing results and making recommendations.
  • Presentation Support: Prepare presentation materials for client meetings, developing insurance recommendations and prepping necessary models.
  • Relationship Building: 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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