Estate and Insurance Specialist - SouthWest Ontario

Responsibilities

:

• Work with 15-30 Advisors with large books of business in an area to provide expertise on insurance and estate planning to HNW clients.
• Handle all aspects of the end-to-end insurance process; complete the application and submit case review materials, follow the application through underwriting, document complete compliance requirements, place the policy with the client and provide ongoing service.
• Identify clients and insurance opportunities together with the advisor.
• Develop proposals, model in our proprietary financial planning software and present the solution to the client.
• Actively speak and engage advisors at region office events and clients at marketing events.
• Set practice targets with advisors, monitor and track progress towards goals.
• Participate in marketing and seminars to HNW clients of centers of influence (COI).
• Collaborate with Head Office on insurance and estate planning initiatives to the field.
• Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.

Requirements:

• Be an active holder of Ontario insurance license (ie. LLQP)
• Current CFP or CLU designation is a strong plus
• Strong leadership, sales and relationship building skills.
• Ability to build and execute on your own business plan.
• Knowledge and understanding (personal and corporate) of industry conditions and trends, competitor products and pricing.
• Expert knowledge of insurance & estate planning principles, financial services and tax laws for both personal and corporate clientele.
• Ability to design and implement advanced strategies for wealth preservation, retirement income enhancement, estate distribution and transfer, charitable giving, business succession and living benefits, including critical illness insurance and disability income protection.
• Ability to run a successful practice virtually and travel within your own area using your own transportation.
• Strong customer service attitude with good interpersonal skills.
• Strong communication skills, both written and verbal, with well-developed negotiation and influencing skills.
• Ability to work independently and in a team environment.
• Strong decision-making and problem-solving skills

Benefits:

• COMPETITIVE COMPENSATION & RECOGNITION: competitive compensation structure, education/career support, option to join Employee Share Purchase Plan with employer matching component.

• EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

• RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan

• WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
  
  

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers

We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.