17 Oct
|
CI Financial
|
Toronto
17 Oct
CI Financial
Toronto
Join CI Financial as a Life Insurance Specialist, focusing on high-quality advisory services and client coverage solutions. 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.
Identify and evaluate client insurance and planning needs Guide clients through the complete insurance sales process Present tailored insurance solutions aligned with financial goals Minimum of 5 years in life insurance sales experience Must hold active life insurance license in Ontario 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