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 and advisor relationships within an assigned network of independent advisors and branches.
Domain
Financial Services / Insurance Distribution
Deliverable
client delivery
Required skills
insurance distribution experience, life insurance knowledge, business development, relationship management, case consultation, pipeline management, Salesforce proficiency, provincial life insurance licensing
Preferred skills
wholesaling experience, advanced planning expertise, corporate insurance knowledge
Technologies
Salesforce
Responsibilities
Build and maintain relationships with assigned advisors and regional teams; identify insurance needs within existing client books; conduct case consultations and prepare for client discussions; maintain follow-up and pipeline momentum; engage Regional Vice Presidents or Advanced Planning Specialists for complex cases; develop relationships between advisors and Corporate Insurance Specialists; participate in branch meetings and regional growth initiatives.
Seniority
Individual Contributor, mid-level specialist