Business Development & Enablement Specialist
Core
Help advisors turn insurance opportunities into meaningful client outcomes by identifying needs, preparing cases, and connecting them with specialists.
Role type
Business Development & Enablement Specialist (Insurance)
Builds
Insurance business growth within an assigned network of independent advisors and branches
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
insurance distribution, business development, wholesaling, life insurance, living benefits, insurance planning, Salesforce, relationship management
Preferred skills
provincial life insurance licensing, ability to obtain licensing, travel within assigned region
Responsibilities
Build and maintain relationships with assigned advisors and branches; Help advisors identify insurance needs within existing client books; Conduct case consultations and support opportunities through product guidance; Maintain follow-up and pipeline momentum; Engage Regional Vice President or Advanced Planning Specialist on complex cases; Develop relationships between advisors and Corporate Insurance Specialists; Participate in branch meetings and regional growth initiatives.
Seniority
Individual Contributor