As the Advisory Practice Specialist, Insurance, you will assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives. You will also provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in insurance solutions.

The Advisory Practice Specialist, Insurance will collaborate with stakeholders to develop training strategies and solutions and identify training needs. Additionally, you will provide support in the enhancement of processes and services standards, manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in recent services.

Experience

In developing, implementing and evaluating financial services business plans and strategies

In developing an integrated financial services client experience

In the provision of life and disability insurance services

In analyzing client behaviours and consumer trends

In analyzing books of business and markets to determine trends and opportunities

In researching and applying compliance requirements

In relationship management and business development

In selling insurance products and services





In providing advice and guidance, mentoring and coaching

In planning, coordinating, managing and controlling the delivery of financial products and services

In conducting compliance, technical, and procedural reviews

In using customer relationship management (CRM) systems

In developing, evaluating and interpreting policies and procedures

Responsibilities

Assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives.

Provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in insurance solutions.

Collaborate with stakeholders to develop training strategies and solutions and identify training needs.

Provide support in the enhancement of processes and services standards.

Manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in new services.

Assist with the evaluation and implementation of service delivery standards, approach and strategies to achieve desired member experience.

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📌 Advisory Practice Specialist (Quebec City)
🏢 InsuranceWorks.ca
📍 Quebec City