Life coach Offres d'emploi - Oakville, ON
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Life Insurance Specialist – High Net Worth Market.A well-established wealth management firm seeks a talented Life Insurance Specialist.
The ideal candidate will specialize in whole life and universa...Voir plusDernière mise à jour : il y a 7 heures
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We are a growing sales agency dedicated to delivering personalized insurance solutions and exceptional client experiences.
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Hunter MercantileOntario, CanadaIl y a 7 heures
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Description de postePresenting estate and financial planning concepts to high-net-worth individuals. Develop and implement customized insured retirement strategies utilizing whole life and universal life products. Build and maintain strong relationships with clients, providing them with comprehensive insurance and financial planning solutions tailored to their unique needs. Work independently and collaboratively with the team to achieve collective success. Keep informed about industry trends, product updates, and regulatory modifications. Managing the sales process from engagement, discovery, solution, conclusion
Life Insurance Specialist – High Net Worth Market
The Client : A well-established wealth management firm seeks a talented Life Insurance Specialist for their growing company to assist their high net-worth clients with comprehensive insurance and financial planning strategies. The ideal candidate will specialize in whole life and universal life insurance products, focusing on insured retirement strategies. This role requires a good understanding of estate and financial planning concepts, excellent presentation skills, and a desire to work in the large case market.
What the Insurance Specialist Role Offers You :
- A support team that includes, lead generation, marketing, sales administration, client service, portfolio construction and management.
- A place to work where you are not a “number” but an integral part of a great wealth management company and where your ideas and expertise are respected and count.
- A competitive compensation package that includes a base salary, excellent bonus structure (up to 40% of base), benefits, educational support, and 4 weeks vacation.
- High personal satisfaction in knowing that you are part of a wealth management team which offers a service that is beneficial for the financial wellness of Canadians.
The Role :
As the ideal candidate you possess :
Either CFP or CLU designation. If you posses only a CLU, the company will pay for courses toward a CFP designation. You will be required to obtain the CFP.
A fundamental understanding of the insured retirement concept
Fundamental understanding of financial planning
Excellent understanding of whole life and universal life insurance products
Excellent presentation skills with an ability to present estate and financial planning concepts to HNW individuals.
An LLQP life insurance license – is a must
Strong people skills, with the ability to build trust and rapport with clients.
An ability to work independently and in a collaborative nature; everyone participates in the team’s success!
The Remuneration : Commensurate with experience and Certification, our client is offering a competitive compensation plan which includes a base salary, excellent bonus structure – up to 40% of base, benefits, and 4 weeks’ vacation.
Interested and qualified parties are invited to contact :
David J. Corsini - Principal
Hunter Mercantile
Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement for wealth management.