Insurance Advisor

Position Title: Insurance Advisor
Reports To: Manager, Equitable Life Advisory Services (ELAS)
Department: Individual Operations
Term: Permanent Full-Time


Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

The Opportunity: Equitable is growing! We are looking for an Insurance Advisor to join our Individual Operations team!

Now is an exciting time to join one of the Waterloo Area’s and Southwestern Ontario’s Top Employers for 2024!

What you will be doing:

• Proactively contact Equitable employees and Equitable clients who don’t have an advisor, to review their existing financial situation and recommend new solutions to help them address their needs in both Life & Health and Savings & Retirement product lines.
• Provide ongoing service to these clients for existing products.
• Support the workflow demands from Equitable employee clients in association with the Manager ELAS
• Develop marketing programs and/or targeted approaches for the various demographic segments of the target Equitable clients.
• Maintain a workflow prioritizing support of employees needs and support plans and programs to develop new sales for internal Equitable staff members.
• Work with Distribution partners to develop marketing programs to develop new sales for their clients.
• Comply within CLHIA guidelines and Company policies, practices and procedures.
• Nurturing and building proactive support of the orphan block – partnership with RSMs for elite leads to Prestige Advisors
• Grow and improve the new employee onboarding experience through regular participation in Equitable Onboarding presentations.
• Conduct insurance and investment planning services for EQ employees and their family.
• Work with stakeholders to maximize term conversion and exchange opportunities and minimize lapse experience.

What you will bring:

• Life Insurance license required in Ontario (if not licensed the candidate will pass the LLQP exam within 6 months of start date)
• Life licenses in other provinces is a benefit and may be required over time.
• Successful sales and service experience within Financial Services.
• Sales and service experience with direct clients.
• Exceptional knowledge of insurance products and competitive products within both Individual Insurance and Savings & Retirement product lines.
• Experience with marketing program design and delivery
• Industry designations are a benefit (i.e. CFP, CLU, CHFC, TEP, FLMI, etc.).
• Time management and administration skills to maintain Client files and regulatory expectations

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite, full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)