Responsibilities
- Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients
- Identify clients and insurance opportunities together with the consultant.
- Develop proposal, model in our proprietary financial planning software, and present the solution to the client.
- Actively speak and engage consultants at RO events and clients at marketing events.
- Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.
- Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.
- Collaborate with Head Office on insurance and estate planning initiatives to the field.
Requirements :
- Strong leadership, sales and relationship building skills and ability to execute on your own business plan.
- Knowledge and understanding of industry conditions and trends, and competitor products and pricing.
- Expert knowledge of insurance & estate planning principles, financial services, and tax laws.
- Ability to run a successful practice virtually and to travel throughout your own area using your own means of transportation.
- Strong customer service attitude with good interpersonal skills
- Ability to work independently and in a team environment in both French and English.
- Well-developed negotiation and influencing skills.
- Strong decision-making and problem-solving skills
- Holds applicable provincial licenses.
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