Jobs

    Regional Estate and Insurance Specialist - Saskatchewan, Canada - IG Wealth Management

    IG Wealth Management
    IG Wealth Management Saskatchewan, Canada

    2 weeks ago

    IG Wealth Management background
    Description

    Responsibilities

    :
  • Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients
  • Identify clients and insurance opportunities together with the consultant.
  • Develop proposal, model in our proprietary financial planning software, and present the solution to the client.
  • Actively speak and engage consultants at RO events and clients at marketing events.
  • Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.
  • Manage and promote key relationships with our Insurance Partners' Advanced Sales departments.
  • Collaborate with Head Office on insurance and estate planning initiatives to the field.

    • Requirements:

  • Strong leadership, sales and relationship building skills and ability to execute on your own business plan.
  • Knowledge and understanding of industry conditions and trends, and competitor products and pricing.
  • Expert knowledge of insurance & estate planning principles, financial services, and tax laws.
  • Ability to run a successful practice virtually and to travel throughout your own area using your own means of transportation.
  • Strong customer service attitude with good interpersonal skills
  • Ability to work independently and in a team environment in both French and English.
  • Well-developed negotiation and influencing skills.
  • Strong decision-making and problem-solving skills
  • Holds applicable provincial licenses.
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