Duties and Responsibilities
- Provide support to IA teams looking for product information as well as provide technical and administrative support for changes to our in-force insurance business
- Engage with clients to review any existing insurance, and to assist with any additional information or forms as required
- Work directly with insurance carrier sales support teams to provide education and training to IA teams
- As an extension of the Wealth Strategies team as well as the IA team, help to maintain client relationships through regular contact required by service opportunities while providing value added information, advice, and recommendations
- Understand the inherent compliance risks and minimize potential regulatory issues through thorough documentation of client communication and attention to detail
- Collaborate with Tax & Estate Planning partners to develop holistic solution options
- Work effectively in a team-based environment with one common goal
- Engage with the leadership team and IA teams of the branches in the region
- Deliver insurance product and solutions presentations
Qualifications
- A minimum of 10 years proven experience delivering insurance recommendations, with an emphasis on High Net Worth and Ultra High Net Worth clients
- Professional designations ( CFP, CLU, TEP) and a commitment to ongoing continuing education and professional development
- Excellent communication and presentation skills
- Excellent interpersonal / relationship building skills to foster strong, positive, and trusting client relationships
- Comfortable using insurance carrier software applications
Education
- University degree or College diploma in Finance preferred
- Life, Accident & Sickness Insurance licensed
- Experience working with business process and CRM system
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