Title: Senior Insurance Consultant Purpose This position is responsible for driving life insurance results within their assigned region. The incumbent will work with advisors across all business lines to raise awareness of these key solutions and develop an approach that enables advisors to introduce them to their clients more consistently and effectively. Accountabilities Leads the end-to-end Insurance sales process on more complex and/or significant insurance solutions. This includes developing and presenting strategies and analysis; meeting with clients and advisors to assess needs and opportunities; completing documentation required to implement solutions, communicating with advisors and clients throughout the underwriting process; and delivering policies. It also includes ensuring that all business requirements and compliance standards are met or exceeded and that clients receive the optimal solution that is in their best interests. Builds and maintains strong relationships throughout the region with advisors and other Client Solutions colleagues.
This includes driving the integration of insurance solutions into the total wealth planning process; supporting the planners’ ability to position them effectively as part of the plan recommendations; and partnering with Total Wealth Managers around incorporating insurance into their efforts to support the delivery of Total Wealth. Develops new business opportunities and manages a sales pipeline. This includes helping advisors identify insurance opportunities and integrate insurance into their advisory processes; delivering educational and promotional content within the region, leveraging available resources to do so; tracking leads using the Centralize platform; and engaging sales leaders in the different business lines to support their coaching activities and obtain guidance around managing their own efforts. Collaborates with SWIS colleagues in the region to ensure all clients’ insurance needs are being met. This includes assigning more straightforward situations to the relevant Insurance Consultant and providing any help to support the engagement; partnering with the AISA to provide in-force support directly to clients, as needed; and supporting the ongoing professional development of team members. Champions a customer focused culture to deepen client relationships and leverage broader