Advisor - Insurance & Estate Planning

Targeted Talent; Calgary; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading company seeks an Advisor for Insurance & Estate Planning to enhance life insurance sales strategies and manage client relationships. The role requires expertise in insurance planning and a proven sales track record. Candidates should possess CFP and CLU designations, with strong leadership and interpersonal skills.

Qualifications

• A minimum of 8-10 years experience in life insurance sales.
• Life and Accident, and Sickness licenses in good standing required.
• CFP and CLU designations required.

Responsibilities

• Develops relationships with financial advisors and clients.
• Responsible for achieving annual sales objectives for Insurance & Estate Planning Division.
• Promotes a culture of compliance and implements life insurance strategies.

Skills

Interpersonal skills

Public speaking

Problem-solving

Time management

Detail-oriented

Education

College and/or University degree

Tools

Microsoft Office Suite

Job description

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
• 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.