Job opportunity
Life Insurance Specialist at CI Financial
CI Financial Corp.
Join CI Financial as a Life Insurance Specialist, focusing on high-quality advisory services and client coverage solutions. Enhance your career in a thriving environment.
In this crucial role, you'll partner with CI Wealth and Assante advisors to identify and fulfill complex client insurance needs. With a strong foundation in life insurance and wealth management, you'll navigate the insurance process from initial discovery to policy delivery, strengthening clients' overall financial strategies through your expertise.
Key Responsibilities:
• Identify and evaluate client insurance and planning needs
• Guide clients through the complete insurance sales process
• Present tailored insurance solutions aligned with financial goals
• Collaborate closely with wealth advisors and teams
• Track and document ongoing client opportunities and progress
Requirements:
• Minimum of 5 years in life insurance sales experience
• Must hold active life insurance license in Ontario
• Proven skills in identifying needs and securing business
• Excellent communication and sales relationship skills
• Willingness to travel for business and client support
Leverage your life insurance expertise to enhance wealth protection strategies for clients at CI Financial.
#J-18808-Ljbffr
Apply on source site In this crucial role, you'll partner with CI Wealth and Assante advisors to identify and fulfill complex client insurance needs. With a strong foundation in life insurance and wealth management, you'll navigate the insurance process from initial discovery to policy delivery, strengthening clients' overall financial strategies through your expertise.
Key Responsibilities:
• Identify and evaluate client insurance and planning needs
• Guide clients through the complete insurance sales process
• Present tailored insurance solutions aligned with financial goals
• Collaborate closely with wealth advisors and teams
• Track and document ongoing client opportunities and progress
Requirements:
• Minimum of 5 years in life insurance sales experience
• Must hold active life insurance license in Ontario
• Proven skills in identifying needs and securing business
• Excellent communication and sales relationship skills
• Willingness to travel for business and client support
Leverage your life insurance expertise to enhance wealth protection strategies for clients at CI Financial.
#J-18808-Ljbffr