Pursue excellence as a High-Net-Worth Insurance Advisor in Hamilton, Mississauga, and Kitchener within a hybrid work setting. Deliver specialized solutions for high-net-worth clients while building robust networks.
This full-time role demands a minimum of five years' experience in personal lines insurance, with a strong emphasis on complex risks. You will act as a trusted advisor, guiding clients through their insurance needs while maintaining strong partnerships with wealth advisors. Your consultative approach will enhance service delivery and client satisfaction.
Key Responsibilities: • Execute business development strategies for high-net-worth clients • Develop strong referral relationships and networks • Conduct thorough reviews of client insurance portfolios • Create and present customized insurance packages • Work collaboratively with concierge service teams
Requirements: • 5+ years in personal lines insur...