Take your expertise to CI Financial as a dedicated Life Insurance Specialist, focusing on high-quality discovery and sales processes for diverse client needs. Engage with CI Wealth and Assante advisors to strengthen client financial plans through superior insurance advice.

In this role, you bring at least 5 years of insurance sales experience, working on intricate wealth, estate, and protection planning strategies. Your strong communication skills and proactive approach will ensure essential client needs are identified and addressed. You will collaborate within advisor teams to enhance overall service continuity.

Key Responsibilities:
• Engage clients to identify insurance and financial needs
• Lead the insurance sales process from discovery to execution




• Maintain detailed records and manage client opportunities
• Participate in advisor meetings to share expertise
• Coordinate with internal teams on case management

Requirements:
• 5 years of life insurance sales experience required
• Must hold an active Ontario insurance license
• Solid sales closure skills and strategic planning knowledge
• Effective collaboration with financial advisors
• Occasional travel as needed for client relations

Utilize your insurance expertise to play a vital role in enhancing CI Financial’s client services and financial strategies.
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📌 Life Insurance Specialist CI Financial (Ontario)
🏢 CI Financial
📍 Ontario