Insurance Lead

5 days ago

Vancouver, Canada Stalwart Insurance Group Full time

**About Stalwart Insurance Brokers Ltd.**

Stalwart Insurance Brokers Ltd. (“**Stalwart**”) is a growing national life insurance brokerage with a focus on high-complexity client and business situations.

Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships.

**Summary**

We are looking for an Insurance Lead to join our team. Working in conjunction with Client Solution Managers, you will facilitate the process of establishing life insurance policies for our high-net-worth and ultra-high-net-worth clients while engaging with their existing financial, accounting, and legal advisors.

Stalwart will provide the requisite training required for the role. You will be expected to complete your LLQP course and licensing shortly after joining the team.

This position is a rewarding and fulfilling opportunity for a committed, diligent individual that will have a meaningful impact on the trajectory of our company as it becomes a leading Canadian insurance business. This position also offers an opportunity for you to progress into the role of a full-fledged Client Solutions Manager.

Your role will include, but will not be limited to:

- Working together with Client Solution Managers, develop client solutions within the context of their existing income, wealth, and overall objectives
- Recording and saving client calls, meetings, and correspondence.
- Updating client files with meeting notes, call notes, and summaries of written communications
- Engaging in direct discussions and scheduling with clients
- Maintaining an up-to-date view of client information

**Required Skills or Experience**
- A bachelor’s degree in accounting, finance, commerce, business, statistics or other related fields
- Some internship experiences working in fields related to life insurance or financial services
- Excellent time management and organizational skills
- Excellent verbal and written communication skills
- Excellent attention to detail
- A self-starter with problem-solving initiative, diligence, and an ability to learn quickly
- Committed to producing meticulous, accurate, and thorough work product
- Significant experience with the Microsoft Office suite and Google suite

**Salary and Benefits**
- Extended health benefits plan

**Position Type**
- . Permanent, full-time, and in person.
- . 40 hours per week, with occasional overtime required
- . Vancouver, BC and Toronto, ON
- . Immediate

Pay: $100,000.00-$120,000.00 per year

Work Location: In person

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