CI Financial Corp.
Regional VP of Insurance and Estate Planning
Job Description
Drive your career as a Regional Vice-President of Insurance and Estate Planning in Ontario. Ensure growth in insurance revenue while providing exceptional support to Assante advisors and clients.
This vital role emphasizes your extensive knowledge of estate planning, insurance products, and marketing strategy. You'll prepare sophisticated insurance solutions, engage with Wealth Planning consultants, and guide internal teams in providing tiered service. The ability to integrate advanced taxation and insurance topics will enhance your impact.
Key Responsibilities: • Create risk-based insurance solutions for clients • Analyze Estate and Wealth Plans for opportunities • Coach and support internal sales teams • Conduct presentations for external partners • Allocate marketing budgets effectively
Requirements: • 10+ years in a similar industry role • Required insurance licenses across jurisdictions • Advanced knowledge of insurance planning techniques • Strong writt...
This vital role emphasizes your extensive knowledge of estate planning, insurance products, and marketing strategy. You'll prepare sophisticated insurance solutions, engage with Wealth Planning consultants, and guide internal teams in providing tiered service. The ability to integrate advanced taxation and insurance topics will enhance your impact.
Key Responsibilities: • Create risk-based insurance solutions for clients • Analyze Estate and Wealth Plans for opportunities • Coach and support internal sales teams • Conduct presentations for external partners • Allocate marketing budgets effectively
Requirements: • 10+ years in a similar industry role • Required insurance licenses across jurisdictions • Advanced knowledge of insurance planning techniques • Strong writt...