Responsibilities
- Support advisors, wholesalers, and high‑net‑worth clients with sophisticated life insurance planning
- Drive new business by providing insight into life insurance opportunities and product design with business owners, professionals and affluent clients through working with top advisors across a variety of channels
- Model complex strategies involving permanent life insurance, corporate planning, estate & retirement solutions, and business-owner scenarios
- Provide technical case analysis and create high‑quality advisor and client materials
- Simplify complex recommendations and concepts to a variety of audiences
Requirements
- 7+ years of experience in financial/insurance services industry, ideally in large and complex life insurance product design
- Strong expertise in Par and UL product mechanics
- Strong knowledge of CDA planning, estate freezes, buy-sell structures, leveraging strategies, and charitable giving
- Strong leadership, sales and relationship-building skills
- Superior knowledge of life insurance products, sales strategies, the financial services industry and the marketplace
- Advanced understanding of tax principles related to life insurance solutions
- Hold valid financial services designations, such as CFP or CLU
- Post-secondary education, preferably in finance, accounting or taxation; or equivalent work experience
- Ability to work independently and in a team environment
Nice to Have
- Proficiency with insurer illustration software is an asset
Benefits
- Flexible health and dental benefits
- Up to $5,000 mental health benefit
- Up to $2,000 annually towards education reimbursement
- Company-matching pension plan
- Share ownership program
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
- Volunteer day
- Mentorship programs
- Employee Resource Groups (ERGs)
- Social clubs and events
