The Client Relations Executive performs the central advice role for the client. The CRE builds valuable, long-term relationships with clients by seeking to understand their financial, business, personal, and estate goals to curate the appropriate insurance strategy.
Although there will be opportunities to develop referral and self-sourced business, the focus is to align, develop, implement, and maintain comprehensive strategies with each client in the assigned portfolio. The CRE will work closely with internal partners as well as external client partners in tax, legal, and financial realms to bring the strategy to life. In so doing, the CRE will be supported by Business Development Executives and Client Relations Associates to provide a collaborative, efficient, and exceptional client experience. Given the heavy relationship component of the role, charisma, relatability, and authenticity are imperative in addition to the required functional skills.
Qualifications/Education:
Ten plus years of business development or consulting experience in financial services, accounting, or wealth management.
Experience in a relationship management role, having grown and developed a portfolio of clients delivering an exceptional client experience.
Hold or obtain LLQP License in all Provinces excluding Quebec.
CPA or CFA designation and comprehensive tax course are an asset.
Experience with the Canadian insurance market, banking, and estate planning.
Knowledge of life insurance industry regulations, products, and trends is desirable.
Proficiency in MS Office Suite and HubSpot CRM systems.