Advisor, CL

Lloyd Sadd

$80K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in business-to-business revenue generation in the insurance sector
  • Post-secondary education and relevant certifications
  • Strong network of key industry decision-makers
  • Depth of knowledge in specific industry sectors and broad insurance experience
  • Demonstrated ability to conceptualize and execute sales strategies
  • Proficient in Microsoft Office Suite and general business acumen
  • Effective communication style with an emphasis on persuasion and motivation

Responsibilities

  • Lead by example and embody company values to drive new business opportunities
  • Develop and implement sales strategies to meet targets
  • Grow and maintain a robust client pipeline and client base
  • Manage client insurance programs, ensuring coverage gaps are addressed
  • Act as a trusted advisor in risk and insurance, understanding industry trends
  • Collaborate with internal teams to enhance customer service experience
  • Engage in networking and community events for business development
  • Build and maintain long-term client relationships with exceptional support

Benefits

  • Commitment to diversity, equity, and inclusion
  • Opportunities for professional development and lifelong learning
  • Access to industry-leading training programs
  • Supportive work environment with a focus on collaboration
  • Active engagement in community and industry networking events
Full Job Description


THE ROLE

Our Advisor is an established leader in the insurance industry and the sector they serve, understanding their clients needs and their client's business. The Advisor will embody strong consultative and proven strategic selling abilities and look for strategic ways to generate new relationships, retain existing ones, and grow current ones. The Advisor is responsible for the overall client experience.

The focus of the role is on achieving results which are aligned with the larger picture of the organization and the strategic goals. Initiative, coupled with a sense of competitive drive, and the ability to stay focused on results despite changing conditions, is the key to achieving the performance objectives of this role. The client needs are dynamic and therefore the work in the role involves innovation and creativity in generating solutions to better the client experience.

As an Advisor, you are a Maverick, an innovative, "outside the box" thinker, who is undaunted by failure. You are:
  • A creative problem solver that is results focused.
  • Innovative and creative focused on achieving results.
  • Confident, direct, and poised in your communication style electing to use persuasion and motivation to make plans and reach goals.

WHAT YOU'LL DO:
  • Most importantly, you will lead by example, live our values, and drive new business for the company through new business opportunities and expanding sales in existing accounts and cross sell opportunities.
  • Develop and implement sales strategies to achieve targets and objectives while leading the growth of the company and managing and maintaining a robust prospect pipeline.
  • Positively impact the growth of the organization each year by continually growing the client base.
  • Accountability for the client insurance program including all recommendations and ensuring gaps in coverage reviewed and addressed.
  • Act as the client's advisor in risk and insurance while identifying and understanding emerging trends within client industries and insurance markets.
  • Working in alignment with Commercial Service Team Lead and internal service team members to provide an exceptional customer service experience.
  • Be active in your networks and your community, attending industry and community events with a focus on business development.
  • A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance facilities.
  • Other duties as required.

WHAT WE REQUIRE:
  • Evidence of business-to-business revenue generation consistent with an established insurance advisor.
  • An academic background consisting of post secondary education, certificates, industry programs, etc. Evidence of lifelong learning and all appropriate provincial licenses.
  • A network and center of influence of key decision makers.
  • Demonstrated breadth across insurance and depth within key industry sectors.
  • Strong business acumen along with a natural sales aptitude proven experience of strong consultative and proven strategic selling abilities.
  • Track record of establishing short- and long-term product growth goals, and then executing sales plans to achieve those goals.
  • A well-defined sense of diplomacy and business acumen.
  • Proficiency with Microsoft Office Suite.

Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

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