Join CI Financial as a Life Insurance Specialist, focusing on high-quality advisory services and client coverage solutions. Enhance your career in a thriving environment.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 needsGuide clients through the complete insurance sales processPresent tailored insurance solutions aligned with financial goalsCollaborate closely with wealth advisors and teamsTrack and document ongoing client opportunities and progressRequirements:Minimum of 5 years in life insurance sales experienceMust hold active life insurance license in OntarioProven skills in identifying needs and securing businessExcellent communication and sales relationship skillsWillingness to travel for business and client supportLeverage your life insurance expertise to enhance wealth protection strategies for clients at CI Financial.
📌 Life Insurance Specialist At Ci Financial (Toronto)
🏢 CI Financial
📍 Toronto
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