Insurance Advisor

February 15

Apply Now

Receive Emails with Similar Jobs

Ontario Medical Association

WebsiteLinkedInAll Job Openings

The Ontario Medical Association (OMA) represents more than 40,000 physicians and medical students across the province. Ontario’s doctors work closely with patients to encourage healthy living practices and illness prevention. In addition to delivering front-line services to patients, Ontario’s doctors play a significant role in helping shape health-care policy, as well as implementing initiatives that strengthen and enhance Ontario’s health care system.

health policy • practice management • Legal Services • Strategy and Governance • Economics

201 - 500 employees

📋 Description

• This position is responsible for developing relationships with physicians and in the physician community to promote OMA Insurance and OMA Insurance retirement products. • 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

• 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.

🏖️ Benefits

• A work environment whose values are to be respectful, 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 health-care 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 in-house 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 Toronto’s Top Employers for five consecutive years.