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Business Development Jobs

Company

Insurance Talent Group

Address Toronto, Ontario, Canada
Employment type FULL_TIME
Salary
Category Insurance
Expires 2023-07-07
Posted at 11 months ago
Job Description
  • Hybrid Working (1 day per week)
  • Competitive Salary and benefits
  • Pension
This position will support the Insurance Department by working closely with members to analyze their insurance and retirement needs. The Insurance Advisor sources new relationships while deepening existing ones with the membership.
Areas Of Responsibilities
  • Working within a team-based approach in a busy insurance department you will contribute by proactively outreaching to members to complete a needs analysis, presenting concepts, composing and presenting detailed written solutions/recommendations.
  • Building, developing, and maintaining strong relationships with local Regional Managers, and key stakeholders to leverage networks, to foster relationships and ensure the value proposition relating to Insurance services is promoted and well understood.
  • Completing and submitting insurance applications and other necessary disclosure documents to ensure complete compliance during the new business process. This includes providing follow-up to members to complete the fulfillment of insurance solutions in accordance with department standards.
  • Conducting over the phone consultations and ad-hoc in-person meetings to provide insurance solutions that meet and exceed the prescribed sales and retention targets.
  • Advising, educating and cross-selling Insurance solutions that include our retirement planning program and be knowledgeable with Group RRSP, TFSAs and RRIF products to be able to educate members on their retirement planning options through the insurance program.
  • Conducting mailings and phone calls based on departmental marketing initiatives.
  • Creating and following up on current and future business leads and renewals.
  • Providing on-going service and support to new and existing members and their families.
  • Conducting and actively participating in relevant insurance and retirement planning based seminars, presentations as well as locally sponsored events to medical students, residents and practicing physicians to reinforce insurance needs.
  • Assisting in the development and execution of marketing initiatives by presenting ideas for discussion and implementation and providing feedback based on insight gained from direct contact with members.
Qualifications
  • Expertise with computer-based illustration and presentations
  • Passionate about Member Experience, ensuring that the company maintains its tradition of exceeding Member expectations.
  • Willing to travel within Ontario on an ad-hoc basis.
  • Life Licensed in Ontario and in good standing to sell life and health insurance in identified provincial jurisdictions.
  • Experience with the application of life products to issues and opportunities faced by individuals in the early and mid-career stages of working life.
  • Experience with marketing insurance products to mid to moderate high-net-worth individuals and professionals.
  • 6 years experience in the life/disability insurance field
  • Willingness to pursue the CFP, CLU designations is expected.
  • Excellent knowledge and understanding of group life insurance, life insurance, disability income and health products.
  • Excellent communication and interpersonal skills
  • Bachelor’s degree in business management; or equivalent (related experience)
Offers
  • Competitive salary and bonus program
  • Fantastic opportunity to grow with the team and help shape the strategic direction of the Company.
  • Friendly and dynamic work environment
  • Paid professional development and continuous in-house learning.
  • Excellent benefits and pension