Life Insurance Specialist at CI Financial

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 strong 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 needs

• Guide clients through the complete insurance sales process

• Present tailored insurance solutions aligned with financial goals

• Collaborate closely with wealth advisors and teams

• Track and document ongoing client opportunities and progress

Requirements:

• Minimum of 5 years in life insurance sales experience

• Must hold active life insurance license in Ontario

• Proven skills in identifying needs and securing business

• Excellent communication and sales relationship skills

• Willingness to travel for business and client support

Leverage your life insurance expertise to enhance wealth protection strategies for clients at CI Financial.