Senior Estate Insurance Associate, Nesbitt Burns
Core
Provides administrative, client-service, and operational support to Estate and Insurance Advisors, helping grow the insurance business by delivering high-quality client experiences and coordinating sales activities.
Role type
Senior Estate Insurance Associate (Wealth Sales & Service)
Builds
Insurance business growth and client retention for Estate and Insurance Advisors
Domain
Wealth Management / Life Insurance
Deliverable
client delivery
Required skills
Life insurance licensing, advanced knowledge of individual life insurance products (Universal Life, Whole Life, Term Life, Critical Illness, Disability), group insurance, trust and estate services, financial and retirement planning, financial plan interpretation, data analysis, stakeholder collaboration
Preferred skills
Quebec life insurance licensing, knowledge of Eqisoft/Centralize
Technologies
Eqisoft, Centralize
Responsibilities
Support ongoing development of the EIA's book of business, understand client needs and explain services/products, build and maintain relationships with clients and partners, resolve client service issues, prepare files and materials for advisor meetings, manage calendars and coordinate priorities, monitor sales performance against plans, draft and distribute communications, apply risk management frameworks and adhere to compliance requirements
Seniority
Senior, hands-on IC