Associate Vice-president, Wellington-altus Insurance Inc

**Associate Vice-President, Wellington-Altus Insurance Inc.**

**Location**:this in-office position will be located at our North York office.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2024 Brokerage Report Card._

**The opportunity**:
Reporting to the Senior Vice-President, Insurance & Wellington-Altus Group Solutions (WAGS), the Associate Vice-President, Wellington-Altus Insurance Inc is for providing insurance-based solutions to WA advisor teams and their clients. This role is responsible for the administration, operations, business development and communication aspects of WAII. The Associate Vice-President, Wellington-Altus Insurance Inc will play an integral role in providing values-added services to WA advisory teams concerning the risk and insurance needs of their clients.

**Key responsibilities include**:

- Developing and supporting new business revenue through sales to new and existing clients.
- Acting as a trusted advisor and the primary point of contact for insurance related inquiries.
- Managing the complete insurance sales process for recommended solutions.
- Collaborating with internal resources to maximize client opportunities and align with sales goals.
- Recognizing and fostering intergenerational wealth management utilizing insurance amongst WA advisory teams and their clients
- Providing risk and insurance professional services when requested.
- Building long-lasting relationships with clients based on trust and exceptional service.
- Overseeing the onboarding on new WA insurance advisors with WAII
- Compiling risk and insurance educational content and deliverables for WA advisory teams and their clients.
- Overseeing, maintaining and promoting WAII’s relationship with their MGA, PPI.
- Providing expert advice and guidance to WAII and AWPG team members, WA advisory teams and their clients when reviewing existing and potential insurance documentation and planning.
- Developing and maintaining relationships with risk and insurance carriers.
- Overseeing and collaborating with PPI and AWPG team members in providing risk and insurance training and education initiatives for WA Advisory teams
- Assisting the WA Finance team with insurance commission reconciliations from PPI and external insurance carriers.
- Collaborating and work closely with clients; other professional advisors in the spirit of contributing to a holistic wealth experience.
- Ensuring all insurance transactions comply with regulatory standards and maintain proper documentation.
- Proactively maintain current and in-depth knowledge of life, critical illness, disability, group insurance and related planning areas.
- Monitoring legislation and regulation changes and coordinate any required changes to products and identify sales opportunities
- Understanding competitive offerings to be able to position products effectively in the market.
- Performing other duties as assigned.
- A bachelor's or master's degree in finance, business, economics or a related discipline.
- 2-4 years’ experience in an insurance advisor/consultant/specialist role.
- 2+ years’ financial services industry experience working in a high growth environment.
- 2+ years’ experience in a customer/client-service facing role.
- Equivalent combination of education and experience may be considered.
- Experience in the wealth management or other regulated industry is a strong asset.
- Life License Qualification Program (LLQP) required.
- Certified Health Insurance Specialist (CHS) a strong asset.
- Certified Employee Benefits Specialist Program (CEBS) an asset.
- Certified Financial Planner (CFP) an asset.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
- Excellent attitude and commitment to providing extraordinary service.
- An excellent attention to detail.
- Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
- Excellent problem-solving skills.
- Strong organizational skills.
- A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
- Strong critical thinking and written and verbal communication skills.
- An ability to maintain the hi