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Job Description & How to Apply Below
Join as a Specialist focused on Insurance Practice Development, enhancing client and advisor interactions. Your expertise will shape strategies and provide essential support for financial advisors in delivering top-tier insurance solutions.
In this role, you will assist with the creation and evaluation of insurance practice strategies that meet growth and profitability goals. You will coach advisors on best practices in financial advice and identify necessary training solutions. Collaborating with stakeholders, your focus will also include ensuring service standards are met and analyzing survey data to refine offerings for clients and advisors alike.
Key Responsibilities:
• Assist in developing and executing insurance practice strategies
• Mentor advisors in providing quality financial advice
• Collaborate with stakeholders to identify training needs
• Enhance service standards and processes for delivery
• Manage survey administration to analyze client satisfaction
Requirements:
• Qualified experience in financial services and strategy assessment
• Knowledge in life and disability insurance
• Effective relationship management in business development
• Familiarity with compliance and technical review processes
• Insurance license and CLU designation required
Leverage your skills to deepen client relationships and elevate advisor performance in the insurance sector.
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