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

New

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Alliance, Ohio; North Canton, Ohio; Canton, Ohio

Salary:

83000.00 - 104000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs

Fulltime

New

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Royal Oak; Southfield; Birmingham

Salary:

Not provided

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

New

Servicing Financial Advisor

Financial Advisor – Wealth Services. Location: On-Site. At Alera Group, our Weal...

Location

United States , Wethersfield

Salary:

80000.00 - 100000.00 USD / Year

Alera Group

Expiration Date

Until further notice

Requirements

Bachelor's degree in a relevant field or equivalent professional experience
3+ years of experience in financial services or advisory roles
Active Connecticut Life insurance license
Active Series 65 or Series 7 & 66 licenses
Strong organizational, interpersonal, and relationship‑management skills
Strong mathematical and analytical abilities
Excellent verbal and written communication skills
Proficiency in Microsoft Office Suite and financial planning tools used within the advisory function
Ability to work effectively in a collaborative, fast‑paced environment
Strong sense of accountability and ownership for client outcomes

Job Responsibility

Supporting strategic initiatives that strengthen client relationships, retention, and long‑term practice growth
Partnering with cross‑functional teams and fellow advisors to deliver a seamless client experience
Managing client workflows including onboarding, ongoing service, and follow‑up
Preparing, presenting, and implementing customized financial plans for existing clients
Providing holistic financial guidance across investments, insurance, and retirement planning
Analyzing client financial data to inform recommendations and improve outcomes
Attending and presenting at educational workshops for retiree prospects and clients
Ensuring compliance with organizational policies, regulatory standards, and licensing requirements
Contributing to a collaborative culture that supports colleagues across Alera Group’s national network

What we offer

medical
dental
vision
life and disability coverage
401(k)
generous PTO
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support

Fulltime

New

Wealth Advisor

We are looking for an experienced Wealth Advisor to support high-net-worth indiv...

Location

United States , Potomac

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of experience in wealth management, financial advisory, or a closely related financial services role
Bachelor's degree in business, finance, accounting, or a related field
Certified Financial Planner designation required
Active FINRA Series 6, 7, 63, or 65 license
Experience developing financial plans and advising clients on investment and wealth strategies
Strong communication and relationship management skills with the ability to serve high-net-worth clients effectively
Life and Health Insurance licenses are preferred
All applicants applying for U.S. job openings must be legally authorized to work in the United States

Job Responsibility

Develop and maintain strong relationships with high-net-worth clients by providing attentive, ongoing advisory support
Create customized financial plans that align with each client's short-term priorities and long-term wealth objectives
Lead clients through the planning process by evaluating financial circumstances, identifying goals, and recommending appropriate solutions
Advise on investment approaches, annual planning priorities, and broader wealth management strategies based on client needs
Apply knowledge of financial planning, investment products, and tax-aware strategies to deliver well-rounded guidance
Monitor market activity, industry developments, and product updates to keep recommendations relevant and informed
Prepare research and supporting materials in advance of client meetings to ensure productive and strategic discussions
Ensure all client interactions, recommendations, and documentation adhere to applicable regulatory and compliance standards

What we offer

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

Fulltime

Head Of Corporate Development

Identify, evaluate, and execute target acquisitions of other companies to gain m...

Location

United States , Chicago

Salary:

225000.00 - 250000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Experience in creating and analyzing M&A processes for a wide variety of transactions
History of successfully completing high level, end-to-end negotiations
Very strong analytical and communication skills
Strong first chair experience leading the full M&A process life-cycle
History of successfully leading and completing high-level negotiations
Ability to build and maintain a network of senior level relationships to facilitate deal flow
Exceptional at balancing competing priorities in tandem
Strong financial acumen with exceptional understanding of financial modeling, valuation and M&A synergy identification and tracking
Experience aligning and driving cross-functional groups
Passionate about big challenges

Job Responsibility

Identify, evaluate, and execute target acquisitions of other companies to gain market share, technology, or new products
Manage the complex process of evaluating potential transactions, including financial modeling, risk assessment, and negotiation
Establish the ongoing processes, skill sets, and strategy that will enable the company to continue to build out our corporate development competency, in the face of extremely fast growth
Monitor market trends, identify emerging opportunities, and understand competitor strategies to inform decision-making
Evaluate the benefits of potential acquisitions and manage the process of building both internal and external consensus
Evaluate synergy opportunities and risks in potential transactions
Act as an independent thinker who can make convincing, data-based arguments and work across the company, demonstrating a strong bias for action
Lead annual 409A process for pricing internal stock with independent third party advisor using both Discounted Cash Flow and Market Comparability approaches
Analyze the company's strengths, weaknesses, and market position to identify strategic opportunities for growth
Partner with FP&A, Markets Finance, and Senior Leadership to develop and maintain our Strategic Growth Model and Long-Range Plan

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
bonus

Virtual Wealth Advisor

Citizens Wealth Management is honored to be a high quality provider in the inves...

Location

United States , Boston

Salary:

65000.00 - 70000.00 USD / Year

Citizens Bank

Expiration Date

July 10, 2026

Requirements

Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments

Job Responsibility

Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

What we offer

Competitive pay
Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs

Fulltime

Wealth Management Associate Advisor

The Associate Advisor is a client-facing advisory role within our wealth managem...

Location

United States , Elk Grove Village

Salary:

80000.00 - 120000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

Active FINRA Series 7 and Series 66 licenses required
2+ years of experience in wealth management, advisory support, financial planning, or client-facing financial services
Strong written and verbal communication skills with high attention to detail, sound judgement and effective time management
Working knowledge of Redtail, Nitrogen, MoneyguidePro
Ability to obtain Illinois Life and Health insurance licenses within 6 months of employment
CFP® designation preferred but not required
Bachelor's degree in a business-related field preferred

Job Responsibility

Prepare for client meetings by gathering and organizing data, updating planning software, building meeting materials, and documenting action items and follow-up tasks
Respond to client inquiries and collaborate with operations, compliance, and internal specialists to ensure accurate and timely execution
Partner with senior advisors to develop and deliver comprehensive financial planning strategies tailored to client goals and long-term objectives
Analyze client financial situations, including retirement readiness, tax-efficient strategies, investment allocation, estate considerations, and risk management needs
Participate in client meetings and contribute to relationship management through proactive planning discussions and strategic guidance
Collaborate with advisory team members to enhance the client experience, improve planning processes, and support firm growth initiatives
Conduct investment and market research to support portfolio construction, asset allocation decisions, and ongoing planning recommendations
Over time, this role will take on increased responsibility for managing client relationships, serving as a key point of contact for many of the firm’s emerging and smaller client households while continuing to collaborate with the broader advisory team

Fulltime

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Life Insurance Advisor

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