Manager, Tax Retirement and Estate Planning Services

THE EMPIRE LIFE INS. CO

1d•Hybrid

About The Position

Empire Life is looking to hire a Manager, Tax Retirement and Estate Planning Services to join our Retail Marketing team. We are actively seeking candidates to fill a current, open position. This role offers the opportunity to provide expertise and intelligent solutions to help Canadians navigate life with confidence. You will work on meaningful projects that have a positive impact on customers, the company, and society. The role involves collaborating with cross-functional teams on a variety of projects, ensuring continuous engagement and learning. A key aspect of the role is to deliver personal, accurate, professional, and courteous service and resolution to customers.

Requirements

3-5 years advanced marketing experience with a focus on tax and estate planning in the financial services sector.
Experience in research and analysis.
Demonstrated ability to learn technical applications.
Completion of a university degree with courses in business, analysis, marketing.
Well-developed written and verbal communication skills and presentation skills in person or online.
Well-developed organizational skills.
Well-developed analytical skills.
Ability to conduct research, investigate and analyze.
Ability to work independently and as a team member.
Computer literacy.
Problem solving.
Relationship building skills.
Creativity.
Innovation.
Ability to prioritize and balance multiple tasks or projects.
English language proficiency is required for communicating with customers, advisors, or employees across Canada.

Nice To Haves

Bilingual (English, French) is an asset.
CA, CPA, CGA or LLB,JD, or with combination of CFP,CLU/AVA,CHFC, TEP definite assets.

Responsibilities

Provide professional development support for Distribution partners and ensure account executives and inside sales support remain current and proficient in product application and technical knowledge.
Provide department and divisional management with assessments of developing trends and noteworthy issues in the insurance and investment market, including product applications, product design, pricing, and target market initiatives.
Complete other projects and initiatives as assigned from time to time.
Support Distribution partners (internal staff and external advisors) with technical and advanced marketing support and case consultation support, both verbal and written aimed at attracting and retaining life, health and investment business.
Help to build and support the Company brand, presence and marketing initiatives via formal presentations and workshops, coordinated with Distribution.
Prepare, refine and deliver presentations and technical written material in consort with the Director, Tax, Tax, Retirement & Estate Planning.

Benefits

Hybrid work model
Competitive salaries with annual pay increases
Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
Access to learning & development programs, and education/tuition reimbursement (role dependent), to support your professional growth and career advancement.
Competitive uncapped commission, for sales positions
A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, health and dental and a generous health account
Flexible work arrangements and an annual allotment of personal health days.
Four weeks annual vacation from hire date
A defined contribution pension plan with generous employer matching
Top up programs for parental leave and compassionate leave
Employer-sponsored wellness and recognition programs
A cash employee referral program