he Opportunity

You will provide tailored life insurance advice to retail clients, manage ongoing client relationships and work closely with referral partners to drive current business opportunities.

Key responsibilities include:

Providing personal life insurance advice and recommendations

Building and maintaining referral partner relationships

Converting new opportunities into long-term client relationships

Assisting clients with claims, renewals and ongoing policy servicing

Managing underwriting and implementation processes

Working alongside paraplanning and client service support teams

Maintaining high compliance and advice standards