Senior Private Client Insurance Advisor (HNW Assets)

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

Job summary

A leading insurance provider in Canada is looking for a Senior Account Manager to deliver an exceptional client experience for high net worth clients. The role involves creating tailored insurance plans while collaborating closely with team members to ensure seamless service delivery. Ideal candidates will have over 5 years of experience in personal lines, a strong sales ability, and excellent interpersonal skills. This position offers valuable training and development opportunities alongside a competitive rewards package.

Benefits

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Qualifications

• 5+ years of Personal Lines experience, preferably with high net worth clients.
• Proven ability to engage in client discovery and identify opportunities.
• Strong entrepreneurial spirit and Insurance knowledge across asset classes.

Responsibilities

• Conduct in-depth discovery of client assets and financial goals.
• Work collaboratively with team to execute integrated plans.
• Meet with clients to understand needs and provide underwriting experience.

Skills

Interpersonal skills

Sales ability

Communication skills

Negotiation skills

Strong work ethic

Education

Provincial license in good standing

Tools

MS Office (Word, Excel)

Job description

A leading insurance provider in Canada is looking for a Senior Account Manager to deliver an exceptional client experience for high net worth clients. The role involves creating tailored insurance plans while collaborating closely with team members to ensure seamless service delivery. Ideal candidates will have over 5 years of experience in personal lines, a strong sales ability, and excellent interpersonal skills. This position offers valuable training and development opportunities alongside a competitive rewards package.