Insurance Advisor UN - Part Time (Toronto)

Develops and builds the Estate and Insurance business by partnering with internal business/groups to deliver the client experience and increase market share, profitability and NPS. Builds strong relationships with business partners and clients, determines estate and insurance needs, and provides customized qualified advice to generate insurance sales in alignment with the desired client experience and overall business objectives. Works with Investment Advisors to obtain referrals and generate life and disability sales. Develops insurance sales strategies and presents clients with concepts focused on estate planning/financial/retirement. Develops marketing materials to enhance sales concepts in alignment with the desired client experience. Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals and client retention. Addresses customer services issues according to established parameters, escalating as required. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Breaks down strategic problems, and analyzes data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Executes work to deliver timely, accurate, and efficient service. Supports the development and promotion of a business/group program. Supports the achievement of the business plan. Supports the delivery of the desired client experience to enhance business opportunities. Adheres to legal and compliance requirements in the course of conducting business activities. Typically 7 years of relevant experience and post‑secondary degree in related field of study. Life Insurance designations. Technical proficiency gained through education and/or business experience. Data driven decision making – in‑depth. Accommodations are available on request for candidates taking part in all aspects of the selection process. Apply on Kit Job: kitjob.ca/job/2ps2zw