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About the role
- Senior Insurance Advisor developing physician relationships and recommending OMA Insurance and retirement solutions. Supporting Ontario doctors, families, students, and residents through needs analysis and financial planning.
Responsibilities
- Build, maintain, and grow relationships with physicians and healthcare centres of influence
- Review insurance needs, conduct needs analyses, and review retirement goals
- Analyze current coverage and identify gaps
- Present and explain insurance options and associated financial risks and impacts
- Recommend OMA Insurance solutions for physicians, families, medical students, and residents
- Present OMA Insurance solutions at events and venues
- Participate in ad hoc internal projects and initiatives as a subject matter expert
- Provide feedback, insights, and suggestions based on member and peer interactions
- Participate in insurance initiatives and provide peer support in training initiatives
- Develop and maintain business relationships across OMA and with external business partners, hospitals, and clinics
- Expand and grow OMA Insurance presence in the local community
- Maintain current licensing requirements and knowledge of emerging trends, technologies, compliance changes, and insurance regulations
- Share information and promote OMA offerings
Requirements
- University degree in Business, Commerce, Finance, Economics, or a related field, or an equivalent combination of education and experience
- Six to nine years of experience advising high-net-worth clients on insurance, financial planning, wealth management, or related financial solutions
- Ability to build trusted relationships, articulate the value of products and services, and educate clients on personal financial needs and goals
- Life License Qualification Program (LLQP) designation required
- Certified Financial Planner (CFP) designation considered an asset
- Chartered Life Underwriter (CLU) designation considered an asset
- Certified Health Insurance Specialist (CHS) designation considered an asset
- Trust and Estate Practitioner (TEP) designation considered an asset
- Strong knowledge of insurance products, retirement planning, annuities, investments, and regulatory/compliance requirements
- Experience using Salesforce CRM or a similar customer relationship management platform
- Ability to travel to the Toronto head office quarterly or as required
- Ability to travel to hospitals, clinics, and events in the region as needed
- Background checks and reference checks required as a condition of employment
Benefits
- Paid professional development and continuous in-house learning
- Flexible hybrid work environment
- Competitive total rewards package
- Pension plan
- Bonus program
- Exceptional group benefits package
- Spending account
- Robust wellness program
- Diversity, equity and inclusion commitment
- Accommodation throughout the recruitment process for applicants with disabilities
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