Insurance Associate - Partner - Libro Wealth Strategies
Aviso Wealth, Canada
Job Description
The Insurance Associate - LWS will enable our Libro Wealth Strategies advisors to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services required. Responsible for working closely with all team members to identify and refer opportunities within all segments.
This role employed with Libro Wealth Strategies via our Libro Wealth Strategies (LWS) offer. LWS , is a program provided by Credential Financial Strategies Inc, offering offering financial planning, life insurance and investments to members of credit unions and their communities. Trademark(s) of Libro Wealth Strategies are used under license by Credential Financial Strategies Inc.
Key Duties and Responsibilities
- Provides both proactive and follow-up service to appropriately fulfill Owner needs and expectations.
- Identifies cues and refers opportunities seamlessly to appropriate specialists to match expertise to Owner’s identified needs.
- Conversations subjects could include life insurance, critical illness, disability, Group RRSPs, Group Benefits, segregated funds, annuities, etc.
- Proactively seeks coaching and feedback to enhance skills and performance.
- Mentors and supports peers to best meet Owner needs.
- Pursues ongoing professional development (internally and externally) to grow in role, and/or to move to a future Coaching role as desired.
- Develops collaborative relationships with internal teams and business segments to effectively service Owners and grow business.
- Works with Coach to identify activities and set goals to support business plan success.
- Participates in promotions and campaigns for business development purposes.
- Contributes to and provides feedback on team business plan for continual improvement and results.
- Invests time and expertise by participating in team activities and volunteering with local community groups.
- Provides regional teams with insurance related sales support including documentation, appointment preparation and reports to allow sales team to focus on proactive activity.
- Meets all compliance and regulatory policies, procedures, and processes to serve Owners effectively and accurately.
- Makes smart risk decisions that protect our Owners and the organization.
- Participates in ongoing continuous improvement activities and culture through process improvement suggestions, participation in kaizen initiatives and consistent implementation and support of process changes.
Qualifications
- High School Diploma with relevant experience.
- Diploma or some business courses or related studies (preferred)
- Work experience of 1-3 years with customer service experience an asset
- Previous experience in a financial institution
- Proficient knowledge of insurance compliance requirements
- Working knowledge related to investment benefits would be seen as beneficial