Corporate Insurance Specialist
Core
Act as a dedicated insurance specialist within advisor teams to identify needs, provide advice, and execute life insurance sales for high-net-worth clients with complex wealth and estate planning requirements.
Role type
Senior IC corporate insurance specialist (life insurance sales)
Builds
Life insurance policies and wealth protection solutions for sophisticated clients
Domain
Financial services / Life insurance / Estate planning
Required skills
Life insurance sales, needs analysis, product selection, underwriting fundamentals, policy placement, estate planning knowledge, business-owner insurance expertise, high-net-worth client management
Preferred skills
Additional provincial licensing, corporate insurance experience, succession planning expertise, partnership with financial advisors
Technologies
Carrier systems, illustration tools, application processing platforms
Responsibilities
Lead discovery-based insurance conversations with advisors and clients, manage the full sales process from needs analysis to policy delivery, coordinate underwriting and carrier requirements, maintain accurate records of opportunities and revenue, escalate complex planning matters to specialists, support handoffs across internal stakeholders.
Seniority
Senior, hands-on IC
