Join CFMWS as an Advisory Practice Specialist in Insurance, a full-time hybrid role focused on enhancing client and advisor experiences. Drive the development of insurance strategies and provide expert coaching.
In this crucial position, you will assist in formulating insurance practice strategies aimed at growth and profitability. Your expertise will guide advisors in delivering effective financial advice and insurance solutions. This role requires a combination of excellent communication and relationship management skills to foster a comprehensive client experience.
Key Responsibilities:
• Develop insurance practice strategies and communications
• Mentor advisors on financial advice and insurance solutions
• Collaborate on training strategies and identify needs
• Analyze service awareness, usage, and satisfaction levels
• Implement service delivery standards for member experience
Requirements:
• Bachelor’s degree in relevant field with Life Insurance experi...