Corporate Insurance Specialist at CI Financial

Become a vital part of CI Financial as a Corporate Insurance Specialist. Leverage over five years of experience to deliver insurance advice and solutions in a collaborative environment.

CI Financial is seeking a seasoned Corporate Insurance Specialist who will work directly with CI Wealth and Assante advisors to fulfill client insurance needs. This role demands expertise in life insurance, estate planning, and sophisticated wealth-transfer requirements while managing the insurance sales process from inception to delivery. You’ll build robust relationships with advisors and clients to enhance holistic financial planning.

Key Responsibilities:

• Identify client insurance needs through discovery conversations

• Lead the entire insurance sales process from analysis to delivery

• Develop insurance recommendations aligned with client goals

• Maintain strong partnerships with wealth advisors and clients

• Keep case records updated and manage complex cases

Requirements:

• Minimum 5 years' experience in life insurance sales

• Active life insurance license in Ontario; additional preferred

• Proven ability to close life insurance business

• Strong communication and relationship management skills

• Willingness to travel for client meetings and business development

Utilize your expertise in insurance sales and planning to significantly impact clients' financial journeys at CI Financial.
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