Drive client satisfaction as an Insurance Sales Specialist with CI Financial. Collaborate with advisors to address insurance needs through expert advice and comprehensive sales management.

As a Corporate Insurance Specialist at CI Financial, you will engage directly with CI Wealth and Assante advisors to identify and fulfill insurance needs. This role demands expertise in life insurance solutions and involves managing the sales process from analysis to delivery, ensuring client requirements are fully met. Your capacity to build solid advisor relationships will be crucial in this position.

Key Responsibilities:
• Conduct thorough needs analysis with clients and advisors
• Create detailed insurance recommendations based on client plans
• Oversee entire insurance process from application to placement




• Foster productive relationships with wealth advisors and clients
• Ensure accurate tracking of client prospects and related documents

Requirements:
• At least 5 years experience in life insurance sales
• Comprehensive knowledge of wealth transfer and planning needs
• Active provincial insurance licensing required, Ontario mandatory
• Demonstrated success in client relations and sales closure
• Excellent communication and presentation skills

Leverage your specialized knowledge to enhance client support and advisor partnerships at CI Financial.
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📌 Ci Financial Insurance Sales Specialist New Brunswick
🏢 CI Investments
📍 New Brunswick