Provide expertise on life insurance, disability, and critical illness products, sales strategies, the financial services industry and applicable legislation to advisors and clients
Leverage understanding of tax and estate planning related to life and living benefits
Apply credibility and expertise to create an excellent advisor experience
Apply creativity, discipline, and initiative as you drive complex cases
Requirements
7+ years of experience in financial services or insurance industry
Post-secondary education, preferably in finance or equivalent work experience
Strong leadership, sales, and relationship-building skills
Good knowledge of Canadian life insurance, disability, and critical illness products
General understanding of tax and estate planning principles related to life insurance and living benefit solutions
Financial services designations such as CFP, CH.F.C, PFP or CLU are considered an asset
Ability to work independently and in a team environment
Ability to travel throughout an assigned region using own means of transportation
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