Regional Estate and Insurance Specialist

IG Wealth Management; Saskatchewan; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial services company is seeking an Insurance Specialist in Saskatchewan. This role requires building relationships with consultants and clients, expertise in insurance and financial planning, and a strong sales acumen. Candidates will work independently and have the opportunity to influence insurance sales strategies within a supportive team environment.

Qualifications

• Strong understanding of industry conditions and trends.
• Ability to run a successful practice virtually.
• Fluency in French and English.

Responsibilities

• Establish relationships with consultants and identify insurance opportunities.
• Develop proposals using proprietary financial planning software.
• Collaborate on insurance and estate planning initiatives.

Skills

Leadership

Sales

Relationship Building

Negotiation

Problem Solving

Education

Expert knowledge of insurance & estate planning

Knowledge of financial services and tax laws

Job description

• 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

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Insurance Specialist • Saskatchewan, Canada