26 Aug
|
CI Financial
|
Toronto
26 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 workplace. 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 prospects 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