Insurance

• Provide 1:1 support to SLFD Advisors in the Toronto / Atlantic regions and across Canada regarding large and/or complex cases and competitive situations with a focus on helping to generate sales and place new business
• Facilitate webinars to improve Financial Advisors' knowledge and awareness of products and individual / corporate strategies that will help to drive sales
• Participate in proactive outbound programs to increase Financial Advisor awareness of team services, product enhancements, and marketing initiatives
• Deliver training programs focused on advanced concepts and strategies for Financial Advisors
• Support Financial Advisors through proactive follow up on submitted business, supporting key events such as Professional Development Symposiums
• Work closely with regional teams including the RVP, District Managers and Business Development Consultants / Partners to support sales growth
• Quarterback cases from start to finish; liaise between Financial Advisors and internal teams (Product, Pricing, Underwriting, New Business, Sales Directors and EFPS) to assist with smooth placement of business

Advanced Case Manager – Insurance Sales

Insurance Wholesaler

Director, Reinsurance Oversight Reporting – Controls

Insurance Broker

Associate Claims Specialist