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ABOUT THE CLIENT
Our client is a growing, specialized life insurance advisory firm focused on advanced tax and estate planning solutions for high-net-worth individuals, business owners, and real estate families. They operate as part of a broader national brokerage platform and are known for delivering tailored strategies around succession planning, wealth transfer, and complex ownership structures. Due to significant growth and an expanding pipeline of high-value cases, the team is looking to add a senior-level hire to support execution across complex files.
ABOUT THE ROLE
This is a senior, execution-focused position supporting complex life insurance and estate planning cases from strategy through to implementation. The role sits at the centre of the advisory process, working closely with senior leadership to manage case flow, coordinate multiple stakeholders, and ensure high-quality, timely execution.It is well suited to someone with strong technical experience who prefers an operational and problem-solving role over a purely sales-driven environment.
RESPONSIBILITIES
Case Management & Execution
- Oversee end-to-end management of complex high-net-worth client files
- Coordinate with clients, advisors, accountants, lawyers, and insurance carriers
- Manage underwriting processes, including medical requirements and documentation
- Identify bottlenecks and proactively drive cases forward
Planning & Technical Support
- Prepare and review insurance illustrations and planning materials
- Translate high-level strategies into structured execution plans
- Support development of client-ready reports and summaries
- Maintain working knowledge of insurance products, structures, and compliance requirements
Operational & Process Improvement
- Ensure accuracy and completeness of documentation and underwriting files
- Improve workflows and standardize internal processes
- Track pipeline activity and provide updates to leadership
- Conduct internal audits following policy placement
Team & Platform Support
- Support senior leadership by taking ownership of day-to-day case management
- Liaise with carriers to ensure timely updates and case progression
- Maintain data integrity across internal systems and CRM platforms
Marketing & Content Support
- Assist in developing client-facing materials, case studies, and presentations
- Translate complex planning strategies into clear, digestible content
- Support internal knowledge sharing and documentation
REQUIREMENTS
Must-Haves
- 5–10+ years of experience in life insurance (underwriting, case management, or advisory)
- Strong technical knowledge of underwriting, including medical requirements and carrier processes
- Experience working with high-net-worth clients and complex cases
- Excellent communication skills with the ability to engage senior stakeholders (e.g., CFOs, family offices)
- Highly organized with strong attention to detail and ability to manage multiple priorities
- Comfortable working on-site in a collaborative, fast-paced environment
Nice to Have
- Life insurance license (LLQP)
- Experience with brokerage management and CRM systems (e.g., EPIC, HubSpot)
- Background with major carriers or financial institutions
- Exposure to large policy structures and financial leveraging strategies
COMPENSATION
- Base Salary: $80,000 – $100,000
- Bonus: Discretionary annual bonus
- Commission: Small component tied to select policies
- Benefits: Comprehensive health, dental, and retirement offerings
- Vacation: Flexible/unlimited policy (typically ~3–4 weeks)
- Additional Perks: Strong office culture, collaborative environment, and long-term growth opportunities
At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.