Life Insurance Specialist

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This range is provided by Hunter Mercantile. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

CA $60,000.00/yr - CA $70,000.00/yr

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Life Insurance Specialist – High Net Worth Market

The Client: A well-established wealth management firm seeks a talented Life Insurance Specialist for their growing company to assist their high net-worth clients with comprehensive insurance planning strategies. The ideal candidate will have a strong understanding of universal life, whole life insurance and living benefit products. This role requires a good understanding of insurance planning concepts, excellent presentation skills, and a desire to work in the large case market.

This job is part of wealth management team and does not require cold prospecting.

What the Insurance Specialist Role Offers You:

• A place to work where you are not a “number” but an integral part of a great wealth management company and where your ideas and expertise are respected and count.
• A competitive compensation package that includes a base salary, excellent bonus structure, benefits, educational support, and 4 weeks vacation.
• High personal satisfaction in knowing that you are part of a wealth management team which offers a service that is beneficial for the financial wellness of Canadians.

The Role:

• Presenting insurance solutions to high-net-worth individuals.
• Develop and implement customized insured retirement strategies utilizing whole life and universal life products.
• Build and maintain strong relationships with clients, providing them with comprehensive insurance solutions tailored to their unique needs.
• Work independently and collaboratively with the team to achieve collective success.
• Keep informed about industry trends, product updates, and regulatory modifications.
• Managing the sales process from engagement, discovery, solution, conclusion

As the ideal candidate you possess:

• A current LLQP
• Either possess or working towards your CLU or other recognized certification
• A fundamental understanding of using life insurance for estate planning purposes
• A fundamental understanding of the insured retirement concept
• Excellent understanding of whole life and universal life insurance product
• Excellent presentation skills
• Strong people skills, with the ability to build trust and rapport with clients.
• An ability to work independently and in a collaborative nature; everyone participates in the team’s success!

The Remuneration: Commensurate with experience and Certification, our client is offering a competitive compensation plan which includes a base salary, excellent bonus structure, health benefits, and 4 weeks’ vacation.

Interested and qualified parties are invited to contact:

Hunter Mercantile

Hunter Mercantile is a corporate search firm recognized throughout North America as a boutique for placement for wealth management.

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function
  
  Sales, Business Development, and Customer Service
• Industries Financial Services, Insurance, and Investment Advice

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