Regional Estate and Insurance Specialist (REIS)

The Role:

The Regional Estate & Insurance Specialist (REIS) is responsible for providing personalized insurance solutions that meet the needs of IG Wealth Management clients. Working closely with IG advisors, the REIS designs and implements advanced strategies for wealth preservation, retirement income enhancement, estate distribution and transfer, charitable giving, business succession and living benefits, including critical illness insurance and disability income protection. Competitive base salary and benefits are offered, as well as performance-based compensation.

The REIS uses their expertise in insurance and estate planning to optimize clients' financial plans. They will use leading financial planning software to translate abstract notions into concrete terms. Through a proactive approach, the REIS will identify opportunities to partner with advisors and clients. 

Responsibilities:

• Establish relationships with consultants who want to partner with you to act as the insurance expert on their team for their HNW clients


• Identify clients and insurance opportunities together with the consultant.


• Develop proposal, model in our proprietary financial planning software, and present the solution to the client.


• Actively speak and engage consultants at RO events and clients at marketing events.


• Liaise with Region Management to identify strategies to grow insurance sales and Consultant growth opportunities.


• Manage and promote key relationships with our Insurance Partners’ Advanced Sales departments.


• Collaborate with Head Office on insurance and estate planning initiatives to the field.

Requirements:

• Strong leadership, sales and relationship building skills and ability to execute on your own business plan.


• Knowledge and understanding of industry conditions and trends, and competitor products and pricing.


• Expert knowledge of insurance & estate planning principles, financial services, and tax laws.


• Ability to run a successful practice virtually and to travel throughout your own area using your own means of transportation.


• Strong customer service attitude with good interpersonal skills


• Ability to work independently and in a team environment in both French and English.


• Well-developed negotiation and influencing skills.


• Strong decision-making and problem-solving skills


• Holds applicable provincial licenses.

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