Corporate Insurance Specialist
Core
Identify insurance needs, provide advice, and execute sales for high-net-worth clients and advisors to complete financial plans.
Role type
Corporate Insurance Specialist (Life & Business Insurance)
Builds
Life insurance policies, business-owner insurance, estate liquidity solutions, and wealth-transfer products
Domain
Wealth Management / Life & Business Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Life insurance sales, needs analysis, product positioning, underwriting fundamentals, application processing, policy placement, estate planning knowledge, business-owner insurance expertise, high-net-worth client management
Preferred skills
Multi-province licensing, corporate insurance experience, succession planning, wealth-transfer strategies
Technologies
Carrier systems, illustration tools, underwriting platforms
Responsibilities
Lead discovery-based insurance conversations with advisors and clients, manage full sales cycle from needs analysis to policy delivery, coordinate illustrations and underwriting requirements, maintain accurate records of opportunities and revenue, escalate complex estate or tax matters to specialists, support handoffs across operations and carrier partners
Seniority
Mid-Senior, hands-on IC