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 robust 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.

📌 Ci Financial Insurance Sales Specialist Fredericton (Canada)
🏢 CI Investments
📍 Canada