Advisory Practice Specialist
- Ottawa, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Job Description
As the Advisory Practice Specialist, Insurance, you will assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives. You will also provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in insurance solutions.
The Advisory Practice Specialist, Insurance will collaborate with stakeholders to develop training strategies and solutions and identify training needs. Additionally, you will provide support in the enhancement of processes and services standards, manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in new services.
Experience
- In developing, implementing and evaluating financial services business plans and strategies
- In developing an integrated financial services client experience
- In the provision of life and disability insurance services
- In analyzing client behaviours and consumer trends
- In analyzing books of business and markets to determine trends and opportunities
- In researching and applying compliance requirements
- In relationship management and business development
- In selling insurance products and services
- In providing advice and guidance, mentoring and coaching
- In planning, coordinating, managing and controlling the delivery of financial products and services
- In conducting compliance, technical, and procedural reviews
- In using customer relationship management (CRM) systems
- In developing, evaluating and interpreting policies and procedures
Responsibilities
- Assist with the development and creation of insurance practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives.
- Provide guidance, coaching and mentoring to advisors in the provision of financial advice and expertise in insurance solutions.
- Collaborate with stakeholders to develop training strategies and solutions and identify training needs.
- Provide support in the enhancement of processes and services standards.
- Manage the administration of surveys to analyze and identify awareness, usage and satisfaction levels of services, as well as interest in new services.
- Assist with the evaluation and implementation of service delivery standards, approach and strategies to achieve desired member experience.
More about this job
Responsibilities
Develop insurance practice strategies, plans, communications, and service standards to support client and advisor experience, growth, profitability, and business objectives. Coach and mentor advisors, collaborate on training solutions, support service improvements, administer client surveys, and help evaluate and implement service delivery standards.
Requirements
Experience is sought in financial services planning and strategy, insurance services and sales, client experience, market and business analysis, compliance, and relationship management. The role also calls for experience advising and coaching, managing financial product and service delivery, conducting reviews, using CRM systems, and developing and interpreting policies and procedures.
Skills
- Insurance Practice Strategy
- Financial Services Business Planning
- Client Experience Development
- Life and Disability Insurance
- Client Behavior Analysis
- Consumer Trend Analysis
- Book of Business Analysis
- Compliance Research
- Relationship Management
- Business Development
- Insurance Sales
- Financial Advice
- Coaching and Mentoring
- Training Needs Analysis
- Service Delivery Management
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Management & Leadership
- Sales
- Customer Service & Support
- Consulting
Keywords
- Insurance
- Financial Services
- Insurance Practice Strategy
- Business Plans
- Client Experience
- Advisor Experience
- Growth
- Profitability
- Life Insurance
- Disability Insurance
- Financial Advice
- Insurance Solutions
- Training Strategies
- Training Needs
- Service Standards
- Surveys
- Client Satisfaction
- Consumer Trends
- Books of Business
- Compliance Requirements
- Relationship Management
- Business Development
- Insurance Sales
- Financial Product Delivery
- Compliance Reviews
- Technical Reviews
- Procedural Reviews
- Policies and Procedures
- Service Delivery