About us
We take great pride in servicing our clients to a very high level and building relationships with them. This is a fast paced and hard working environment, however the office itself is laid back which fosters the team dynamic that exists within this small boutique agency. We pride ourselves on being highly knowledgeable . Personality is key to this position.
The Life & Wealth Specialist plays a key role in supporting and developing Branch Office operations. The Life & Wealth Specialist will identify prospects in both personal and business markets, determine needs and as a trusted Life & Wealth Specialist, makes informed product recommendations. The individual will support the omni-channel environment and provide superior client engagement through cross channel referrals and support. Roles and responsibilities:
SALES
o Develop a knowledge of the clients entire financial situation and be able to structure a goal based investment and financial plan
o Ability to discuss estate planning and work with internal and external resources to meet estate planning goals of the client.
o Support development of the agency operation through the sales and profitable growth of life, group and wealth management products
o Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
o Provide accurate quotes and up-sell and/or cross-sell other company products through referrals
o Complete front line risk assessment and selection, following underwriting guidelines
o Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility
o Support programs to build multi-client relationships.
o Achieve individual goals for sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals
COMPANY & BRAND PROMOTION
o Develops, maintains, and cultivates community contacts to enhance agency visibility and maximize new business opportunities.
o Participates in events designed to promote brand awareness and educate consumers
CLIENT SERVICE
o Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately
o Retain existing clients by providing industry leading client experiences.
o Ensures completion of requested account and policy updates and changes.
o Coordinates the involvement of branch office staff and/or business partners when necessary to resolve client issues.
o Seek to establish a level of trust and confidence with the client to be able to discuss and understand their financial goals and offer recommendations
o Conducts real-time documentation of client information in CRM system
o Achieve individual goals for client service, and contribute to the achievement of overall agency goals
o Support referrals to and from other omni-channels
Qualifications And Skills:
o Completion of a degree or post-secondary studies in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration)
o Life Licence required
o Mutual Funds License required
o Completion of at least one of the following professional designations are required for this role within three years (CFP, CLU, CHFC or accredited Financial Planning Designation)
o Three years of Life sales experience or related business experience
o In-depth knowledge of life and wealth insurance products and the life insurance industry
o Strong underwriting skills is an asset
o Excellent interpersonal skills
o Excellent skills in communication (verbal and written), organization, time management, client service, decision making, problem solving
o Candidate must be proficient in a technology dependent environment including proficient with Microsoft Office.
o The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
o Valid Driver’ s license is required
Job Types: Full-time, Permanent
Pay: $50,000.00-$70,000.00 per year
Additional pay:
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision care
Flexible language requirement:
Schedule:
Experience:
- financial planning: 3 years (required)
Licence/Certification:
Work Location: In person
Expected start date: 2024-09-01
