Kundenberater für bestehende Kunden im Finanzdienstleistungsbereich. Fokus auf langfristige Kundenbeziehungen und nachhaltige Beratung ohne Verkaufsdruck.
About the role
- Regional Sales Manager in insurance industry leveraging 7+ years of experience to guide distribution team. Delivering expertise on life insurance, disability, and critical illness products.
Responsibilities
- Leverage your 7+ years in sales/wholesaling to be the authority on life insurance, disability and critical illness products, sales strategies, the financial services industry and applicable legislation.
- Understand and communicate tax and estate planning related to life and living benefits to a variety of advisors.
- Expand and multiply the acquisition of new life insurance, disability and critical illness business by working with advisors.
- Deliver product expertise, creative sales ideas and industry insight - our product shelf is robust, dependable and effective and we’re looking to you to show case to advisors the power behind Canada Life solutions.
- You’ve got a team, and you’ll be supported with proven processes, product solutions, strategies and technical support.
Requirements
- 7+ years' experience in financial services / 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, sales strategies, the financial services industry and applicable legislation
- Hold valid financial services designations, such as CFP, CH.F.C, PFP or CLU
- Experience supporting advisors in a variety of business models including Managing General Agencies and National Accounts would be an asset
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Kundenberater für einen unabhängigen Versicherungsmakler, der bestehenden Kunden betreut und ein eigenes Portfolio aufbauen möchte. Fokussiert auf ehrliche, nachhaltige Beratung ohne Verkaufsdruck.
External Audit Senior Associate analyzing financial statements and ensuring compliance for clients at PwC Middle East. Collaborating in diverse teams to deliver high - quality financial audits.
P&C Insurance Subject Matter Expert for US market collaborating with Solution & Technology teams. Designing AI - led solutions across claims, payments, and loss estimation while guiding commercialization and validating impact.
Quality Assurance role ensuring the quality of digital systems and products for Grupo SysMap in Brazil. Involved in planning, executing tests, and collaborating with development teams.
American Family Insurance Agency Owner responsible for managing your agency and driving sales efforts. Hiring your team and achieving strategic business goals while representing American Family exclusively.
American Family Insurance Agency Owner building a business and making a positive impact. Responsible for overall management, sales, growth, and hiring a team.
Enterprise Sales Leader focused on driving revenue by engaging enterprise - level clients for Clearwater Analytics. Responsibilities include lead generation, solution selling, and client relationship management.
Agency Insurance Agent responsible for selling Property and Casualty insurance policies at PEMCO. Supporting outbound sales campaigns and providing exceptional customer service to existing clients.
Insurance Executive providing expert customer support via phone and email for Hiscox UK. Assisting with insurance quotes, policy adjustments, and enhancing customer outcomes.