Advisory Practice Specialist

Job summary

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.

Job details

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.

What you’ll do

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.

Listed skills

• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• 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
• Customer Relationship Management Systems

Job areas

• Finance & Accounting
• Management & Leadership
• Sales
• Customer Service & Support
• Consulting

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