Insurance Advisor 2 Positions
Insurance Advisor 2 Positions
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Job Description
Are you looking to join one of Greater Torontos Top 2025 Employers
The Ontario Medical Association (OMA) advocates for and supports doctors seeking to strengthen their leadership role in caring for patients. We continually seek to be the trusted voice in transforming Ontarios healthcare system by courageously pursuing best practices new ideas solutions and opportunities to improve.
Job summary
This position is responsible for developing relationships with physicians and in the physician community to promote OMA Insurance and OMA Insurance retirement products.
How you will make a difference
Building and maintaining strong working relationships with physicians to review insurance needs conduct a needs analysis and review retirement goals analyze current coverage identify gaps present and explain options and associated financial risks and impacts.
Developing and building new relationships with members in local hospitals clinics and opportunity spotting to educate and promote OMAI offerings within the geographic location.
Presenting OMA Insurance solutions at various events and venues. Recommend OMA Insurance solutions to address needs and ensure physicians and their families medical students and residents have adequate and applicable insurance coverage.
Facilitating timely completion and approval of member applications for insurance coverage clarifying information responding to queries/emails and liaising with Insurance Associate.
Participating in advisor planning activities projects and initiatives providing subject matter expertise feedback insights and suggestions gained from interactions with members and peers. Actively participate in insurance initiatives.
Developing building and maintaining strong working relationships across the OMA working closely with the OMA Managers District and Branch centres of influence within local associations and clinics; other provincial medical association representatives and industry colleagues to understand insurance and retirement trends/changes
Remaining current on emerging trends technologies changes in applicable regulations share information and promote OMA offerings.
Requirements that are important to us
Life License (LLQP) required
Diploma or Degree in Business Finance Economics is preferred
Minimum four five years of experience
Dealing with and educating physicians as high net worth clients. Advisor needs to be able to articulate the value proposition of the programs and be able to educate members on their personal financial situation
Chartered Life Underwriter (CLU) Certified Financial Planner (CFP) Chartered Insurance Professional (CIP) and Certified Health Insurance Specialist (CHS) considered an asset.
Specialized knowledge of Salesforce Annuities Retirement Sales Compliance
This role requires travel to our Toronto head office quarterly or as required. There is also travel to Hospitals Clinics and Events in your region as needed.
What do we have to offer you
A work environment whose values are to berespectful bold responsive and transparent in our work and our behaviours
A fantastic opportunity to grow with the team and help shape the strategic direction of the OMA its members and the healthcare system
An organization that is committed to the equity diversity and inclusion principles of humility accountability collaboration courage and integrity
A commitment to growth and development through paid professional development and continuous inhouse learning
A friendly and flexible hybrid work environment
Competitive salary and bonus program
Exceptional group benefits package including a spending account and a robust wellness program
An organization that has been recognized as a Greater Torontos Top Employers for five consecutive years.
As a condition of employment OMA conducts background checks and reference checks for all open positions.
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The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour women Indigenous People of North America persons with disabilities LGBTQ2S persons and others who may contribute to the further diversification of ideas. In accordance with the AODA Act accommodation will be provided throughout the recruitment process to applicants with disabilities.
Required Experience:
Senior IC
Employment Type
Full-Time
