Life Insurance Advisor Job at Aplin (North York)

Health Insurance and Group Life Specialist

We’re working with a dynamic, growth-focused insurance brokerage looking to appo...

Location

United Kingdom , North London

Salary:

60000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven experience in Group Life, Health Insurance, or wider employee benefits
Strong new business generation background, ideally in an insurance sales environment
Comfortable working remotely and managing a self-directed workload
Experience handling SME or corporate insurance clients preferred

Job Responsibility

Identify and convert Group Life opportunities within an existing portfolio of Health Insurance clients
Engage new prospects from qualified purchased leads to expand the Group Life and Health client base
Provide advice and quotations on Group Life and Health Insurance policies, tailored to business needs
Manage a portion of Health Insurance renewals, retaining and upselling where appropriate
Build strong client relationships and act as a trusted advisor across the full life cycle of cover
Collaborate with internal teams to ensure smooth onboarding and handover of new clients

Fulltime

Customer Service Advisor

Are you ready to make a difference in the world of customer service? Join our sm...

Location

United Kingdom , London

Salary:

20000.00 - 26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Preferable experience in the insurance industry
Strong communication, time management, and computer literacy skills
Self-starter who meets or exceeds deadlines
High levels of integrity and self-motivation
Creative thinker with problem-solving skills
Ability to quickly learn about new industries and apply knowledge
Excellent analytical and organisational skills

Job Responsibility

Assist with processing insurance claims, including sickness and life insurance
Respond to customer inquiries via phone, email, and letters with a friendly demeanour
Provide information about our products and services to help our members
Maintain excellent communication and relationships with our valued customers
Multi-task effectively while paying close attention to detail

What we offer

22 days holiday plus bank holidays
Subsidised transport costs for your daily commute
Company pension plan for your future
Life insurance and income protection insurance for peace of mind
Private health insurance for your well-being
An excellent working environment that promotes growth and teamwork

Fulltime

Internal Sales Consultant

The Internal Sales Consultant II (ISC II) role involves providing consultative s...

Location

United States , Minneapolis

Salary:

54000.00 - 65000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

0-1 years prior sales experience or 1-year prior experience on the FASTeam and/or within Allianz
MN Life Insurance license required
Ability to obtain SIE, Series 6 and Series 63 licenses within 180 days of promotion/hire if POD requires
Bachelor’s degree or equivalent experience required
Candidates must be legally authorized to work in the U.S. without requiring sponsorship.

Job Responsibility

Provide consultative and holistic sales services to independent financial advisors through outbound sales calls
Influence financial advisors to write Allianz business to achieve and surpass sales targets
Help financial advisors attain higher production status with Allianz
Expand specified financial advisor segments in assigned book and region
Communicate activity and trends to internal sales leadership and divisional management team.

What we offer

Comprehensive medical and dental plan options
Generous time off plan
Outstanding 401(k) company match
Award-winning campus with discounted amenities, including onsite health center, child development center, fitness facility, convenience store, and two cafeterias
Inclusive culture fostered through Employee Resource Groups
Recognition as a top workplace employer.

Fulltime

New

Advanced Markets Operations Consultant

Responsible for managing the operations of Advanced Markets including premium fi...

Location

United States , West Des Moines

Salary:

84721.00 - 176501.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Business, Accounting, or Marketing Preferred
Minimum 7 years' experience in life marketing, agent training, and other life insurance areas Preferred
Minimum 6 years' experience in premium finance and other Advanced Markets case consultation Preferred
Minimum 6 years' experience in formal documentation and adult learning, training, and/or education Preferred
Experience with advanced illustration and case design systems (e.g. Insmark) Preferred
Highly-developed communication skills (written and verbal)
Outstanding analytical skills
Impactful ability to explain complex ideas
Strong collaborator
Significant exposure to a broad sampling of training industry standards and best practices

Job Responsibility

Manage the integrity of premium finance operations
Coordinate with Life Distribution, Marketing, Underwriting, and other internal partners
Work closely with outside premium finance vendors and facilitators, lenders, agencies, and advisors
Partner with sales distribution teams to provide premium finance training, case consultation, and logistical support
Analyze the various forms of premium finance and their corresponding product, tax, legal, and sales impacts
Gather, manage, interpret and deploy premium finance metrics
Work with the Market Intelligence area to identify Advanced Markets opportunities
Analyze the competitive life product landscape
Collaborate with internal Marketing team(s) to ensure Advanced Markets website and digital resources are updated
Assist in the creation and delivery of high impact, engaging training

What we offer

Health
Dental
Vision
Company Paid Retirement
PTO
Holiday Pay
Employee Stock Ownership Plan (ESOP)
Friday afternoons off all year long
Incentive program

Fulltime

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

Hnw broker sales consultant

Reputable High Net Worth Insurance Broker; Experienced and supportive leaders & ...

Location

Singapore , Singapore

Salary:

Not provided

Randstad

Expiration Date

March 02, 2026

Requirements

Performance driven, results focused and proven sales track records in promoting Universal Life and/ or other life insurance products
Possess a global and growth mind-set while being technically proficient in the HNW product and services in this segment and with ability to work collaboratively across the globe
Strong presentation skills, an excellent communicator with client facing experience and existing ultra HNW client relationships
A team player that possess good interpersonal skills with excellent communication and negotiation proficiencies
Bachelor Degree

Job Responsibility

Be responsible for the development of new business and client acquisition such as Global Private Banks, Securities Firms, Asset Management and Family Offices by building and fostering relationships with respective private bankers and wealth planners
Build and foster rapport with wealth planners, team leaders and market heads in order to drive referral opportunities with High-Net-Worth (HNW) clients
Work closely with the private bankers, wealth planners and client advisors to understand the HNW clients’ profiles, needs and expectations in order to provide appropriate recommendations on life insurance solutions. Core to this responsibility is consultative consulting adopting a client centric and issues led approach
Achieve sales targets set by the Company through building a strong sales pipeline and activities

Fulltime

Financial Planning Analyst

We are offering an exciting opportunity for a Financial Planning Analyst in Hous...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field
CFP Designation
Proficiency in financial planning and strategy
Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis
Proficient in spreadsheets, databases, and financial software applications
Strong analytical skills to assess data, facts, and figures used to develop strategies
Exceptional communication skills to effectively convey financial information to non-financial colleagues
Ability to work independently and collaborate effectively as part of a team

Job Responsibility

Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities
Analyze clients' financial goals, risk tolerance, and retirement needs
Prepare personalized financial plans based on clients' short- and long-term goals
Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts
Help clients determine how much they need to save for retirement and create a strategy to meet those targets
Plan for retirement income strategies and minimizing tax liabilities in retirement
Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities
Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance
Provide guidance on charitable giving strategies to support clients’ philanthropic goals
Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

New

Customer Service Advisor - Membership

Join our dynamic team! Are you a motivated and enthusiastic individual looking t...

Location

United Kingdom , London

Salary:

24000.00 - 26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Preferably have knowledge or experience in the insurance industry
Strong communication and time management skills
Proficient in computer literacy
Self-starter with a knack for meeting deadlines
High integrity and self-motivation
Creative thinker capable of problem-solving
Attention to detail and effective multi-tasking abilities
Excellent analytical and organisational skills

Job Responsibility

Process all insurance claims, including sickness and life insurance claims
Assist customers with factual inquiries via phone, email, or letter
Respond to customer requests for information about our products
Maintain high levels of integrity while managing sensitive information

What we offer

22 days of holiday plus bank holidays (pro-rata)
Paid public transport to/from work (up to zone 9)
Company matches pension contributions up to 10%
Life Insurance & Income Protection Insurance
Private Health Insurance
A warm, friendly, and professional working environment

Fulltime

Life Insurance Advisor

Aplin

Location:
Canada , North York ▼
Downtown Toronto

Category:
Insurance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 29, 2026

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