Insurance Practice Specialist Hybrid Role

Step into a pivotal hybrid role as an Advisory Practice Specialist with CFMWS. Focus on advising clients and training advisors to meet business goals and ensure optimal service delivery.

This full-time position aims to develop effective insurance strategies and enhance the overall client and advisor experience. You will play an important role in coaching advisors on financial solutions, ensuring that they meet compliance requirements while maximizing growth and profitability. Strong analytical skills will support your assessment of business trends.

Key Responsibilities:
• Create insurance practice strategies and communication plans
• Guide and mentor advisors in financial advice and solutions
• Collaborate to enhance training strategies and solutions
• Conduct surveys to analyze service satisfaction and needs
• Oversee the implementation of service standards

Requirements:
• College diploma or Bachelor’s degree i...