Advisor - Insurance & Estate Planning at Targeted Talent

Job Description:

Latest job information from Targeted Talent for the position of Advisor - Insurance & Estate Planning. If the Advisor - Insurance & Estate Planning vacancy in Calgary matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Targeted Talent for the position of Advisor - Insurance & Estate Planning below matches your qualifications.

Job Description

TITLE: Advisor, Insurance & Estate Planning
LOCATION: Calgary, AB
REPORTING: VP, Insurance & Estate Planning

JOB PURPOSE: Why does the role exist?
The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed
and non-licensed financial advisors. The Associate will have a passion for the life insurance industry
specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance &
Estate Planning will be responsible for policies and procedure, reporting, analysis and communication
as it pertains to the firm’s insurance business. The role reports to the VP Insurance & Estate Planning.

KEY ACCOUNTABILITIES:
• Promotes and fosters a culture of compliance throughout the firm.
• Promotes the firm’s brand, story and capabilities to our growing network of Integrated Advisory
community.
• Demonstrates knowledge on the strategic use of life and health insurance.
• Builds and develops centers of influence.
• Promotes the firm to our Integrated Advisory community and network as an expert in the field
of advanced life insurance applications.
• Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth
clients and their professional advisors.
• Implementation of life insurance strategies for high-net-worth individuals and their
corporations, under the direction of the VP.
• Provides unambiguous, inspired leadership and sound management that establishes credibility
and promotes a team culture.
• Develops and maintains relationships with the firm, senior team, their financial advisors and
their clients.
• Reviews client situations and makes appropriate recommendations to financial advisors and/or
their clients.
• Creates superior and unique client presentations and provides input on marketing strategies.
• Participates in the creation of new business submissions. delivering policies and conducting
annual reviews.
• Attends conferences, seminars and workshops to advance skills and professional development.

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate
Planning Division.
• Responsible for the identification, development, and implementation of strategies and initiatives
to enhance sales opportunities.
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.

CLIENT MANAGEMENT
• Relationship manager with our Integrated Advisory community.
• Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of
business.

BUSINESS DEVELOPMENT
• Provides support to VP Insurance & Estate Planning
• Partnering with our accounting partners, financial advisors and associates to provide planning
solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool.
• Develops and maintains a strong center of influence to promote the company's business model.
• Attends and participates in presentations to prospective clients as required.

LEADERSHIP AND TEAM DEVELOPMENT
• Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.
• Fosters an atmosphere of teamwork and cohesiveness.
• Assists in training, education and professional development for team members.

FINANCIAL & BUSINESS PERFORMANCE
• None.

FUNCTIONAL COMPETENCIES
• A love for the financial services industry, specifically insurance planning and a desire to grow
in the field.
• Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook
and PowerPoint.
• Excellent interpersonal and public speaking skills.
• Aptitude in decision-making and problem-solving.
• Excellent written and oral communication skills
• Excellent time management and organizational skills
• Detail oriented self-starter, able to jump in and learn quickly
• Life long learner
• Ability to embrace new opportunities and thrive in a fast paced constantly evolving
environment
• Accountable to high level of client service with a focus on maintaining and building strong client
relationships
• Results oriented with demonstrated flexibility
• Ability to offer effective and efficient service and solutions

QUALIFICATIONS
• College and/or University degree or equivalent.
• A minimum of 8-10 years experience in life insurance sales; appropriate combination of
education and experience will be considered.
• Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance
and living benefit concepts.
• CFP and CLU designations required with an appetite for ongoing professional development.
• Proven track record in insurance sales including underwriting, and advanced planning.

Job Info:

• Company: Targeted Talent
• Position: Advisor - Insurance & Estate Planning
• Work Location: Calgary
• Country: CA

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Advisor - Insurance & Estate Planning at the office Calgary above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.