Advisor - Insurance & Estate Planning

Overview

TITLE: Advisor, Insurance & Estate Planning

LOCATION: Calgary, AB

REPORTING: VP, Insurance & Estate Planning

JOB PURPOSE: Why does the role exist? The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed and non-licensed financial advisors. The Associate will have a passion for the life insurance industry specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance & Estate Planning will be responsible for policies and procedure, reporting, analysis and communication as it pertains to the firm’s insurance business. The role reports to the VP Insurance & Estate Planning.

Key Accountabilities

• Promotes and fosters a culture of compliance throughout the firm.
• Promotes the firm’s brand, story and capabilities to our growing network of Integrated Advisory community.
• Demonstrates knowledge on the strategic use of life and health insurance.
• Builds and develops centers of influence.
• Promotes the firm to our Integrated Advisory community and network as an expert in the field of advanced life insurance applications.
• Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth clients and their professional advisors.
• Implementation of life insurance strategies for high-net-worth individuals and their corporations, under the direction of the VP.
• Provides unambiguous, inspired leadership and sound management that establishes credibility and promotes a team culture.
• Develops and maintains relationships with the firm, senior team, their financial advisors and their clients.
• Reviews client situations and makes appropriate recommendations to financial advisors and/or their clients.
• Creates superior and unique client presentations and provides input on marketing strategies.
• Participates in the creation of new business submissions, delivering policies and conducting annual reviews.
• Attends conferences, seminars and workshops to advance skills and professional development.

Critical Performance Areas

Firm Contribution

• Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate Planning Division.
• Responsible for the identification, development, and implementation of strategies and initiatives to enhance sales opportunities.
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and other regulatory bodies.

Client Management

• Relationship manager with our Integrated Advisory community.
• Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of business.

Business Development

• Provides support to VP Insurance & Estate Planning.
• Partnering with our accounting partners, financial advisors and associates to provide planning solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool.
• Develops and maintains a strong center of influence to promote the company's business model.
• Attends and participates in presentations to prospective clients as required.

Leadership and Team Development

• Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.
• Fosters an atmosphere of teamwork and cohesiveness.
• Assists in training, education and professional development for team members.

Financial & Business Performance

• None.

Functional Competencies

• A love for the financial services industry, specifically insurance planning and a desire to grow in the field.
• Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook and PowerPoint.
• Excellent interpersonal and public speaking skills.
• Aptitude in decision-making and problem-solving.
• Excellent written and oral communication skills
• Excellent time management and organizational skills
• Detail oriented self-starter, able to jump in and learn quickly
• Life long learner
• Ability to embrace new opportunities and thrive in a fast paced constantly evolving environment
• Accountable to high level of client service with a focus on maintaining and building strong client relationships
• Results oriented with demonstrated flexibility
• Ability to offer effective and efficient service and solutions

Qualifications

• College and/or University degree or equivalent.
• A minimum of 8-10 years experience in life insurance sales; appropriate combination of education and experience will be considered.
• Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance and living benefit concepts.
• CFP and CLU designations required with an appetite for ongoing professional development.
• Proven track record in insurance sales including underwriting, and advanced planning.

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