Why does the role exist? The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed and non-licensed financial advisors. The Associate will have a passion for the life insurance industry specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance & Estate Planning will be responsible for policies and procedure, reporting, analysis and communication as it pertains to the firm’s insurance business. The role reports to the VP Insurance & Estate Planning.
Key Accountabilities
Promotes and fosters a culture of compliance throughout the firm.
Promotes the firm’s brand, story and capabilities to our growing network of Integrated Advisory community.