Enhance client experience as an Advisory Practice Specialist in Insurance. Assist in strategy development and provide expert guidance to advisors in financial advice and insurance solutions. In this role, you will focus on achieving business objectives through effective practice strategies and communications.

Collaborating with stakeholders, you will help shape training solutions and assess advisors' needs. Using your experience in analyzing trends and client behaviors, you will improve service standards and support advisors with mentorship and coaching. Key Responsibilities:
Assist in developing insurance practice strategies and plans
Provide mentoring and coaching to financial advisors
Collaborate with stakeholders on training strategies
Support service enhancement processes and standards
Manage surveys to assess client service awareness Requirements:
Experience in developing financial services strategies
Expertise in life and disability insurance
Familiarity with client behaviors and market trends
Proficiency in CRM systems
Background in compliance and relationship management Bring your financial expertise to help advisors excel in their delivery of insurance solutions.

📌 Insurance Advisory Practice Specialist Ottawa
🏢 InsuranceWorks.ca
📍 Ottawa