We are seeking an experienced and seasoned Insurance Professional to be our in-house resource for all insurance and estate co-ordination matters. The role will be responsible for addressing the needs of our base of 500 client families. There is a pent up and growing need for a variety of insurance based solutions among our base of loyal client families offering enormous business potential in the hands of the right individual.
The right candidate will have extensive experience in all aspects of Life and Living Benefits Insurances (Critical Illness, LTC, Heath Plans. etc.). Must be very knowledgeable in general Estate Plan problem solving strategies Buy/Sell Agreements, Key Person Insurance, etc. As well, segregated fund products such as GMWBs.
Compensation to be discussed based on the specifics of the Individual’s qualifications. Could be commission only or a combination of salary and commission split.
Requirements: LLQP, 5+ Years’ Insurance Experience, CFP, CLU, TEP preferred
Location: Hwy 401 & Hwy 404 office location – free parking
About Allen Private Wealth/Allen Capital Management Inc.
Allen Private Wealth Group is a unique branch office of HollisWealth independent Advisor network providing holistic Retirement and Wealth Management Solutions to its clients across Ontario, Quebec, Nova Scotia, Alberta and B.C.