Life Insurance Specialist at CI Financial
CI Financial Corp.
Join CI Financial as a Life Insurance Specialist, focusing on high-quality advisory services and client coverage solutions. Enhance your career in a thriving environment. In this crucial role, you'll partner with CI Wealth and Assante advisors to identify and fulfill complex client insurance needs. With a strong foundation in life insurance and wealth management, you'll navigate the insurance process from initial discovery to policy delivery, strengthening clients' overall financial strategies through your expertise. Key Responsibilities:
- Identify and evaluate client insurance and planning needs
- Guide clients through the complete insurance sales process
- Present tailored insurance solutions aligned with financial goals
- Collaborate closely with wealth advisors and teams
- Track and document ongoing client opportunities and progress
- Minimum of 5 years in life insurance sales experience
- Must hold active life insurance license in Ontario
- Proven skills in identifying needs and securing business
- Excellent communication and sales relationship skills
- Willingness to travel for business and client support
Vacancy posted 14 hours ago
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