Regional Insurance Consultant
Aviso Wealth, Canada
Job Description
Aviso Wealth:
At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.
The Opportunity:
We’re looking for a Regional Insurance Consultant to join our Insurance team.
Reporting to the SVP, Insurance the Regional Insurance Consultant is responsible for achieving the sales objectives of Aviso Wealth within assigned territory of British Columbia and Alberta. Key activities include the development of annual territory sales plans, management of expenses to achieve insurance sales objectives, providing direct assistance to Credit Unions and insurance advisors through educational seminars, workshops, joint field work, and practice management assistance, thereby strengthening existing and nurturing Advisor/CU client relationships.
Who you are:
- Service You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
- Execution You are committed to achieving your goals and to succeed. This includes focusing on getting things done, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
What your day looks like:
- Work within the regional sales plan and budget to achieve sales objectives
- Influence life licensed advisors to increase their sales of life and health business, segregated funds or group products
- Demonstrate an understanding of the advisor’s business, providing value-add product solutions to meet end-client needs, and provide timely and constructive marketing solutions
- Manage sales costs within the assigned territory, within approved budgets, and provide timely reporting
- Maintain current knowledge of all key products and services, understand the associated benefits and constraints, and use this knowledge to optimize advisor sales activity
- Liaise with Credit Union Wealth Leaders to help assess advisor development plans, provide sales coaching to insurance advisors regarding financial planning, investment management, and practice management concepts
- Create, coordinate and deliver sales presentations, workshops and training to Credit Union advisors
- Identify trends within the assigned territory and among Credential’s Credit Union partners
- Collaborate with other Aviso and Credit Union employees to develop account strategies and tactics to proactively leverage opportunities to help the region achieve its overall targets and enhance satisfaction and engagement
- Support holistic wealth programs which can impact and support insurance sales growth
- Develop and maintain strong business relationships with partner Wealth Leaders and Advisors
Requirements
Your experience and skills:
- University degree or equivalent or equivalent combination of education and experience
- Life License is required along with CLU or CFP
- 5+ years of solid sales experience in the insurance industry including life, health amp; wellness, and segregated funds
- Ability to leverage individual, team and Aviso goals
- Strong ability to pick up new technology and experience with the MS office Suite
- Ability to work independently to achieve goals while remaining within company and regulatory requirements
- Active listening skills to identify needs and ability to influence
- Ability to present information to different audiences
- Proven experience growing business and retaining partners by exceeding customer expectations
- Ability to travel post COVID and available for evening and weekend work when required <