24 Oct
Accoravillage
Toronto
Insurance Advisor, Sales and Service Support
October 15, 2024
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Where we’re going:
We want to be the brand of choice for Canada’s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2027.
To reach our goals,
we are making strategic investments in technology, real estate and, most importantly, our people.
Position Overview:
The Insurance Advisor will service an existing portfolio of Richardson Wealth life and living benefits insurance clients and act as the in-house Subject Matter Expert for insurance product solutions. The Insurance Advisor will report to the Vice President Insurance Operations, providing existing insurance administration and support as well as assembling insurance and living benefits proposals for a segment of new Richardson Wealth clients of insurance. Marketing and sales are required but not a focus of this role. Participating in Branch meetings and organizing and hosting Branch presentations on insurance product updates is an element of the role. Insurance analysis and presentation to our clients is required. Follow up in the sales cycle and client-management processes are critical to maintain.
Duties and Responsibilities:
• Provide support to IA teams looking for product information as well as provide technical and administrative support for changes to our in-force insurance business.
• Engage with clients to update their insurance files, and to complete any additional information or forms as required.
• Work directly with insurance carrier sales support teams to provide education and training to IA teams.
• As an extension of the Wealth Strategies team as well as the IA team, help to maintain client relationships through regular contact required by service opportunities while providing value-added information, advice, and recommendations.
• Understand the inherent compliance risks and minimize potential regulatory issues through thorough documentation of client communication and attention to detail.
• Work effectively in a team-based environment with one common goal.
• Engage with the leadership team and IA teams of the branches in the region.
• Deliver insurance product and solutions presentations.
Qualifications:
• 3-5 years insurance related experience preferred.
• A track record of prompt and efficient service to clients.
• Time management, organization skills and attention to detail.
• Excellent interpersonal/relationship building skills to foster strong, positive and trusting client relationships.
• Knowledge of Insurance and Investment products and services.
• Proficient in Microsoft Office Suite – specifically Word and Excel.
• Proficient in English, written and verbal.
• French is considered an asset.
Education:
• University degree or College diploma in Finance preferred.
• Life, Accident & Sickness Insurance licensed.
• Experience working with business process and CRM systems.
Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment.
We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
We are a proud partner of Pride at Work Canada.
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▶️ Insurance Advisor, Sales and Service Support
🖊️ Accoravillage
📍 Toronto