Join the ranks of IG Wealth Management as an Estate & Insurance Expert, focusing on Southwest Ontario's affluent client demographic. Collaborate with Advisors in a flexible hybrid work setting to provide comprehensive estate and insurance solutions. In this advanced role, you'll work alongside 15-30 Advisors to enhance their practices by offering expert insights and services in insurance and estate planning.
The position requires managing the full insurance process while building solid relationships with clients and key partners. Your skills in proposal development and client presentations will be critical to your success. Key Responsibilities:
- Work with Advisors on insurance and estate solutions
- Manage the end-to-end case process and compliance
- Develop proposals using advanced financial planning software
- Participate in marketing and engagement events
- Monitor and track practice targets collaboratively Requirements:
- Must hold an Ontario insurance license (LLQP)
- CFP or CLU designation is a strong asset
- Proven sales and leadership capabilities required
- Extensive knowledge of insurance principles and market trends
- Capacity to run a successful virtual practice and travel as needed Bring your insurance and estate planning expertise to IG Wealth Management and help clients secure their financial futures.