Senior Private Client Insurance Advisor (HNW Assets)

Meloche Monnex Inc.; Edmonton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance firm in Canada is seeking a Senior Account Manager to provide exceptional service to high net worth clients. The role involves conducting detailed client assessments, coordinating with a team to implement tailored insurance strategies, and enhancing overall client experience. Ideal candidates will have at least 5 years in personal lines with proven sales ability and exceptional communication skills.

Benefits

Health and wellness benefits

Career development programs

Competitive salary and benefits

Qualifications

• 5+ years Personal Lines experience, preferably with high net worth clients.
• Willing to get licensed in other provinces.
• Proven sales ability to round-out accounts.

Responsibilities

• Deliver high net worth client experience.
• Conduct in-depth client discovery.
• Work collaboratively with team for integrated plans.

Skills

Personal Lines experience

Interpersonal skills

Presentation skills

Communication skills

Negotiation skills

Sales ability

Entrepreneurial spirit

Education

Provincial licensing in good standing

Tools

MS Office Suite

Job description

A leading insurance firm in Canada is seeking a Senior Account Manager to provide exceptional service to high net worth clients. The role involves conducting detailed client assessments, coordinating with a team to implement tailored insurance strategies, and enhancing overall client experience. Ideal candidates will have at least 5 years in personal lines with proven sales ability and exceptional communication skills.