Advisor - Insurance & Estate Planning

Targeted Talent; Calgary; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading company in the financial services industry seeks an Advisor for Insurance & Estate Planning in Calgary. This role focuses on developing life insurance sales, managing client relationships, and ensuring compliance with industry standards. The ideal candidate will have extensive experience in insurance sales and relevant designations, thriving in a fast-paced environment.

Qualifications

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

Responsibilities

• Develop life insurance sales with financial advisors.
• Responsible for policies, procedures, and compliance.
• Manage relationships with clients and financial advisors.

Skills

Interpersonal Skills

Public Speaking

Decision-Making

Problem-Solving

Time Management

Organizational Skills

Detail Oriented

Client Service

Flexibility

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.