Position Overview
Pursue excellence as a High-Net-Worth Insurance Advisor in Hamilton, Mississauga, and Kitchener within a hybrid work setting. Deliver specialized solutions for high-net-worth clients while building robust networks.
This full-time role demands a minimum of five years' experience in personal lines insurance, with a strong emphasis on complex risks. You will act as a trusted advisor, guiding clients through their insurance needs while maintaining strong partnerships with wealth advisors. Your consultative approach will enhance service delivery and client satisfaction.
Key Responsibilities:
β’ Execute business development strategies for high-net-worth clients
β’ Develop strong referral relationships and networks
β’ Conduct thorough reviews of client insurance portfolios
β’ Create and present customized insurance packages
β’ Work collaboratively with concierge service teams
Requirements:
β’ 5+ years in personal lines insur...