Life Insurance Specialist At Ci Financial Toronto

Life Insurance Specialist At Ci Financial Toronto

25 Sep
|
CI Financial
|
Toronto

25 Sep

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 solid 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 progressRequirements:
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 supportLeverage your life insurance expertise to enhance wealth protection strategies for clients at CI Financial.#J-18808-Ljbffr

📌 Life Insurance Specialist At Ci Financial Toronto
🏢 CI Financial
📍 Toronto

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