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Calgary

    Advisor - Insurance & Estate Planning - Calgary, Canada - Targeted Talent

    Targeted Talent
    Targeted Talent Calgary, Canada

    3 weeks ago

    Targeted Talent background
    Full time
    Description




    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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