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Business Development & Enablement Specialist
CI Financial
Toronto, CAN
Full-time
Mid Level
Onsite
CAD 85000-100000 yearly
Discovered Yesterday
Free
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At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
What You Will Do
- Build and maintain relationships with assigned advisors, branches and regional teams through proactive outreach and meaningful engagement.
- Help advisors identify insurance needs within their existing client books and translate those needs into actionable opportunities.
- Conduct case consultations and support straightforward to moderately complex opportunities through product guidance, illustrations and preparation for client discussions.
- Maintain follow-up and pipeline momentum from opportunity identification through application and placement, coordinating with the appropriate support teams.
- Engage the Regional Vice President or Advanced Planning Specialist on complex estate, corporate and high-net-worth cases.
- Develop relationships between advisors and Corporate Insurance Specialists where specialist-led insurance execution would benefit the advisor and client.
- Participate in branch meetings, advisor events, professional development days and regional growth initiatives.
- Use Salesforce to maintain visibility into advisor engagement, opportunities and business results.
What You Will Bring
- Experience in insurance distribution, business development, wholesaling or advisor support, with a proactive, relationship-driven approach.
- Strong knowledge of life insurance, living benefits and insurance planning concepts.
- The ability to engage advisors, recognize opportunities and provide practical guidance that helps move business forward.
- Strong communication, organization and follow-through, with the ability to manage multiple relationships and opportunities.
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