Job Description
Pursue excellence as a High-Net-Worth Insurance Advisor in Hamilton, Mississauga, and Kitchener within a hybrid work setting. Deliver specialized solutions for high-net-worth clients while building robust networks.
This full-time role demands a minimum of five years' experience in personal lines insurance, with a strong emphasis on complex risks. You will act as a trusted advisor, guiding clients through their insurance needs while maintaining strong partnerships with wealth advisors. Your consultative approach will enhance service delivery and client satisfaction.
Key Responsibilities:
• Execute business development strategies for high-net-worth clients
• Develop strong referral relationships and networks
• Conduct thorough reviews of client insurance portfolios
• Create and present customized insurance packages
• Work collaboratively with concierge service teams
Requirements:
• 5+ years in personal lines insur...
This full-time role demands a minimum of five years' experience in personal lines insurance, with a strong emphasis on complex risks. You will act as a trusted advisor, guiding clients through their insurance needs while maintaining strong partnerships with wealth advisors. Your consultative approach will enhance service delivery and client satisfaction.
Key Responsibilities:
• Execute business development strategies for high-net-worth clients
• Develop strong referral relationships and networks
• Conduct thorough reviews of client insurance portfolios
• Create and present customized insurance packages
• Work collaboratively with concierge service teams
Requirements:
• 5+ years in personal lines insur...