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Advisory Practice Specialist
Job Description & How to Apply Below
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 new 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.
Education Required CLU
College Secondary School Diploma
Exp. equivalent to University/College
Insurance License
LLQP
Post Secondary Education
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