Job Order Detail

Description

Weve partnered with an established insurance brokerage specializing in customized life insurance solutions and strategic advisory services for high-net-worth families and entrepreneurs. Their primary focus is on optimizing intergenerational wealth transfer, estate planning, and legacy preservation.

As a Senior Advisor in Advanced Planning, your primary responsibility is to generate business growth by identifying and capitalizing on new opportunities while strengthening connections with clients, their professional advisors, and Centres of Influence (COIs). Youll manage a dedicated portfolio of clients, ensuring strong retention, satisfaction, and expansion through exceptional service and strategic insight.

Youll also take a leadership role in shaping customized planning solutions, leading high-level client reviews, and maintaining outstanding service standards. In this capacity, you will guide policy implementations, support your teams professional development, and champion the organizations mission and values.

Key Responsibilities
Business Growth & Strategic Leadership
Spearhead revenue growth by sourcing, pursuing, and securing new business through referrals, inbound leads, and personal networks.
Take full ownership of the sales cycle, from prospecting to closing, and oversee the execution of planning strategies.
Continuously build and refine sales expertise and the ability to craft effective client solutions.
Help drive innovation in services and offerings to maintain market leadership.
Represent the firm at industry and client events, enhancing brand visibility and credibility.
Offer technical support and leadership, encouraging the teams skill growth and focus on exceptional client service.
Navigate competing priorities with a proactive and solution-focused mindset.

SEE OUR WEBSITE FOR FULL LISTING AND REQUIREMENTS