24 Aug
|
CI Financial
|
Toronto
24 Aug
CI Financial
Toronto
Join CI Financial as a Life Insurance Specialist, focusing on high-quality advisory services and client coverage solutions. Enhance your career in a thriving environment. In this crucial role, you'll partner with CI Wealth and Assante advisors to identify and fulfill complex client insurance needs.
With a robust foundation in life insurance and wealth management, you'll navigate the insurance process from initial discovery to policy delivery, strengthening clients' overall financial strategies through your expertise. Key Responsibilities:
- Identify and evaluate client insurance and planning needs
- Guide clients through the complete insurance sales process
- Present tailored insurance solutions aligned with financial goals
- Collaborate closely with wealth advisors and teams
- Track and document ongoing client opportunities and progress Requirements:
- Minimum of 5 years in life insurance sales experience
- Must hold active life insurance license in Ontario
- Proven skills in identifying needs and securing business
- Excellent communication and sales relationship skills
- Willingness to travel for business and client support Leverage your life insurance expertise to enhance wealth protection strategies for clients at CI Financial.
📌 Life Insurance Specialist at CI Financial (Toronto)
🏢 CI Financial
📍 Toronto