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About the Role

This position is responsible for extensive business development and relationships with physicians and health care centre of influences in the physician community to promote OMA Insurance and OMA Insurance retirement products.

Responsibilities

• Building, maintaining and growing strong working relationships with physicians to review insurance needs, conduct needs analysis and review retirement goals, analyzing current coverage, identifying gaps, and presenting and explaining options and associated financial risks and impacts.
• Recommending OMA Insurance solutions to address needs and ensure physicians and their families, medical students and residents have adequate and applicable insurance coverage.
• Presenting OMA Insurance solutions at various events and venues to build the OMA and OMA Insurance brand while addressing needs and ensure physicians and their families, medical students and residents have adequate and applicable insurance coverage.
• Participating in ad-hoc internal projects, and initiatives, providing subject matter expertise, feedback, insights, and suggestions gained from interactions with members and peers.
• Actively participate in insurance initiatives and provide peer support in training initiatives while modeling the values of OMA and OMA Insurance.
• Developing, building, and maintaining strong business relationships across the OMA, and with external business partners, local hospitals, clinics, to expand and grow OMA Insurance presence in the local community.
• Maintaining current license requirements and knowledge on emerging trends, technologies, changes in applicable compliance and insurance regulations, share information, and promote OMA offerings.

Requirements

• University degree in Business, Commerce, Finance, Economics, or a related field, or an equivalent combination of education and experience.
• Six to nine years of experience advising high-net-worth clients on insurance, financial planning, wealth management, or related financial solutions.
• Demonstrated ability to build trusted relationships, articulate the value of products and services, and educate clients on their personal financial needs and goals.
• Life License Qualification Program (LLQP) designation required.
• Certified Financial Planner (CFP) designation considered an asset.
• Chartered Life Underwriter (CLU) designation considered an asset.
• Certified Health Insurance Specialist (CHS) designation considered an asset.
• Trust and Estate Practitioner (TEP) designation considered an asset.
• Strong knowledge of insurance products, retirement planning, annuities, investments, and regulatory/compliance requirements.
• Experience using Salesforce CRM or a similar customer relationship management platform.
• Travel to Toronto head office quarterly or as required.
• Travel to Hospitals, Clinics and Events in your region, as needed.
• Background checks and reference checks are conducted for all open positions.

Skills

• Business development
• Relationship management
• Insurance
• Retirement products
• Financial planning
• Wealth management
• Salesforce CRM

Location

• Toronto

Work Type

• Hybrid

Experience Level

• Six to nine years

Education Level

• University degree in Business, Commerce, Finance, Economics, or a related field
• Life License Qualification Program (LLQP) designation
• Certified Financial Planner (CFP) designation
• Chartered Life Underwriter (CLU) designation
• Certified Health Insurance Specialist (CHS) designation
• Trust and Estate Practitioner (TEP) designation

Salary/Compensations

• $92,835-$98,640

Benefits

• Pension plan
• Bonus program
• Competitive total rewards package
• Exceptional group benefits package
• Spending account
• Robust wellness program
• Paid professional development
• Continuous in-house learning

About the Company

• The Ontario Medical Association (OMA) advocates for and supports doctors, seeking to strengthen their leadership role in caring for patients.
• We continually seek to be the trusted voice in transforming Ontario’s health-care system by courageously pursuing best practices, new ideas, solutions, and opportunities to improve.
• OMA has been recognized as a Greater Toronto’s Top Employers for six consecutive years.

Equal Opportunity

• The Ontario Medical Association is strongly committed to diversity within its community and welcomes applications from racialized persons/persons of colour, women, Indigenous People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas.
• In accordance with the AODA Act, accommodation will be provided throughout the recruitment process to applicants with disabilities.